Invoice Fields Reference

Invoice fields allow you to insert information from a WorkGuru invoice into your document templates. These fields can be used to display information such as:

• Invoice Information
• Invoice Dates
• Invoice Financials
• Product Totals
• Task Totals
• Purchase Order Disbursement Totals
• Invoice Client Information
  • Projects
    • Project Client Details
    • Project Client Address
    • Project Client Financial Information
  • Stock Sales
    • Stock Sale Client Details
    • Stock Sale Client Address
    • Stock Sale Client Financial Information
• Invoice Custom Fields

Document Compatibility

Invoice fields are only supported on the following document templates:

• Invoices - see Invoice Document Templates

Invoice fields are Universal Fields, which means they can be placed directly within a Invoice document template and do not need to be inside a repeating table. If you need to display repeating invoice line information, such as individual products, tasks, purchases or payments, you will need to use Table Fields. Common invoice table types include:

• Products / Costs
• Tasks / Labour 
• Timesheets
• Purchase Order disbursements 
• Payments 
• Phases 

See the Table Fields Reference for instructions on creating and configuring table fields. Merge fields are case sensitive and must be entered exactly as displayed below.

Invoice Information

Invoice Dates

All dates are printed in the DD/MM/YYYY format.

Invoice Financials

Product Totals

These fields display totals relating to products included on the invoice.

Task Totals

These fields display totals relating to tasks included on the invoice.

Purchase Order Disbursement Totals

These fields display Purchase Order disbursement totals associated with the invoice.

Invoice Client Information

When you raise an invoice or client credit note from a stock sale or a project, their billing client and contacts become the standard client and contacts on the invoice.  When building an Invoice template, use the specific Invoice and Client-related fields supported by the Invoice document type rather than the Billing Client fields. Refer to the standard Client and Contact Fields Reference for Invoice-specific Client fields.

Projects

These fields display information for the client associated with the project being invoiced. They can be useful where the client associated with the underlying project needs to be displayed separately from other client information available on the invoice.

Project Client Details

Project Client Address

Project Client Financial Information

Stock Sales

The following fields display client information when the invoice relates to a Stock Sale.

Stock Sale Client Details

Stock Sale Client Address

Stock Sale Client Financial Information

Invoice Custom Fields

Custom fields assigned to Invoices can also be included in document templates. Use the Custom prefix followed by the custom field name within the square brackets:

Custom field availability depends on the transaction type the custom field is assigned to and the document type being generated. For more information, see the Custom Fields Guide.

Troubleshooting

Invoice Fields Are Blank

Any field without a corresponding value may return blank as it is correctly printing nothing. Check that:

• The source transaction has an asset assigned to it.
• The required information has been entered against the field in the Asset.

Merge Fields Appear Instead of Values

If fields such as [InvoiceNumber] appears in the generated document instead of their values, check:

• Merge field spelling
• Capitalisation
• Document compatibility
• That both square brackets are present

Merge fields are case sensitive.