Available Document Template Fields:
TABLE OF CONTENTS
Legend:
QU - Quote
IN - Invoice
SS - Stock Sale
PR - Project
PJ - Production Job
PO - Purchase Order
PG - Project Group
AS - Asset
CN - Credit Note
LD - Lead
Universal Fields
These fields can be used anywhere on the relevant project template. Please Note: All merge fields are case sensitive.
The fields are related to the type of document they are assigned to, but is generally hierarchical: Quote/Purchase Order -> Project -> Invoice. (E.g. a Project Custom Field can't be displayed on a Quote). Custom Fields availability dependent on what the transaction type the field is assigned to and the relevant document type.
(Credit Note approved merge fields are dependent on if it is a Supplier Credit Note or Client Credit note, E.G. Client-specific merge fields will not work on Supplier credit notes and vis versa)
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset | [AssetName] | Y | Y | N | Y | Y | N | N | Y | N | N | |
| Asset | [AssetSerialNumber] | Y | Y | N | Y | Y | N | N | Y | N | N | |
| Asset | [AssetType] | Y | Y | N | Y | Y | N | N | Y | N | N | |
| Business | [BusinessAddress] | Y | Y | Y | Y | Y | Y | Y | N | Y | N | |
| Business | [BusinessLegalName] | Y | Y | Y | Y | Y | Y | Y | N | Y | N | |
| Business | [BusinessTaxNumber] | Y | Y | Y | Y | Y | Y | Y | N | Y | N | |
| Business | [BusinessAddressSplit] | Y | Y | Y | Y | Y | Y | Y | N | Y | N | |
| Client | [ClientABN] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientAddress1] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientAddress2] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientSuburb] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientCity] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientCode] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientCreditDays] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientCreditLimit] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientEmail] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientFax] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientName] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientPhone] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientPostcode] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientPurchaseOrder] | - Valid for Project Group Invoicing | N | Y | Y | Y | Y | N | Y | Y | Y | N |
| Client | [ClientState] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Client | [ClientWebsite] | Y | Y | Y | Y | Y | N | Y | Y | Y | N | |
| Billing Client | [BillingClientABN] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientEmail] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientAddress1] | Y | N | Y | Y | N | N | N | N | N | N | |
| Billing Client | [BillingClientAddress2] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientCity] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientState] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientSuburb] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientPostcode] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientWebsite] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientPhone] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientFax] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientCreditLimit] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client | [BillingClientCreditDays] | Y | N | Y | Y | N | N | N | N | N | Y | |
| Billing Client Contact | [BillingClientContactFullName] | Y | Y | Y | Y | N | N | N | N | N | Y | |
| Billing Client Contact | [BillingClientContactFirstName] | Y | Y | Y | Y | N | N | N | N | N | Y | |
| Billing Client Contact | [BillingClientContactLastName] | Y | Y | Y | Y | N | N | N | N | N | Y | |
| Billing Client Contact | [BillingClientContactEmail] | Y | Y | Y | Y | N | N | N | N | N | Y | |
| Billing Client Contact | [BillingClientContactPhone1] | Y | Y | Y | Y | N | N | N | N | N | Y | |
| Billing Client Contact | [BillingClientContactPhone2] | Y | Y | Y | Y | N | N | N | N | N | Y | |
| Billing Client Contact | [BillingClientContactPosition] | Y | Y | Y | Y | N | N | N | N | N | Y | |
| Credit Note | [CreditNoteDate] | N | N | N | N | N | N | N | N | Y | N | |
| Credit Note | [CreditNoteDescription] | N | N | N | N | N | N | N | N | Y | N | |
| Credit Note | [CreditNoteNumber] | N | N | N | N | N | N | N | N | Y | N | |
| Credit Note | [CreditNoteSubTotal] | N | N | N | N | N | N | N | N | Y | N | |
| Credit Note | [CreditNoteTaxTotal] | N | N | N | N | N | N | N | N | Y | N | |
| Credit Note | [CreditNoteTotal] | N | N | N | N | N | N | N | N | Y | N | |
| Custom Fields | [CustomFieldName] Example: Use keyword Custom followed by your custom field. [CustomSupplierQuoteNumber] | Y* | Y* | N | Y* | Y* | Y* | Y* | Y* | N | N | |
| Currency Code | [CurrencyCode] | The 3 letter currency code for the given document. Falls back to platform default currency code if none saved against document. Replaced with blank space if no default saved. | Y | Y | N | N | N | Y | N | N | N | N |
| Currency Symbol | [CS] | The default currency symbol saved for use throughout the platform (NOT document-specific) | Y | Y | N | N | N | Y | N | N | N | N |
| Document Currency Symbol | [DCS] | N | Y | N | N | N | Y | N | N | N | N | |
| General | [PrintDate] | Y | Y | Y | Y | Y | Y | Y | Y | Y | Y | |
| General | [PrintDateTime] | Y | Y | Y | Y | Y | Y | Y | Y | Y | Y | |
| Invoice | [AmountOutstanding] | Total minus Payments | N | Y | N | N | N | N | N | N | N | N |
| Invoice | [InvoiceDate] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [InvoiceDescription] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [InvoiceDueDate] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [InvoiceNumber] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [InvoiceReference] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [InvoiceSubTotal] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [InvoiceTotal] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [InvoiceTaxTotal] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [ProjectClientABN] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientAddress1] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientAddress2] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientName] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientPostcode] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientState] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientCity] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientWebsite] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientPhone] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientFax] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientCreditLimit] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [ProjectClientCreditDays] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice | [StockSaleClientName] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientAddressBlock] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientABN] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientEmail] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientAddress1] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientAddress2] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientCity] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientState] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientPostcode] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientWebsite] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientPhone] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientFax] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientCreditLimit] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice | [StockSaleClientCreditDays] | N | Y | N | N | N | N | N | N | N | N | |
| Invoice Totals | [InvoiceProductTotal] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Totals | [InvoiceProductTotalTax] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Totals | [InvoiceProductTotalIncTax] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Totals | [InvoiceTaskTotal] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Totals | [InvoiceTaskTotalTax] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Totals | [InvoiceTaskTotalIncTax] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Totals | [PODisbursementsTotal] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Totals | [PODisbursementsTaxTotal] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Totals | [PODisbursementsTotalIncTax] | N | Y | N | Y | N | N | N | N | N | N | |
| Lead | [LeadBudget] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadCategory] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadCloseProbability] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadContactEmail] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadContactFirstName] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadContactFullName] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadContactLastName] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadContactPhone1] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadContactPhone2] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadCreationDate] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadDescription] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadForecastCloseDate] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadName] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadNumber] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadOwnerEmail] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadOwnerFirstName] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadOwnerFullName] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadOwnerLastName] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadOwnerPhone] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadStage] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadStatus] | Y | N | N | N | N | N | N | N | N | Y | |
| Lead | [LeadWonOrLostDate] | Y | N | N | N | N | N | N | N | N | Y | |
| Phases | [PhaseName] | Phase summary | N | Y | N | N | N | N | N | N | N | N |
| Phases | [PhaseValue] | Phase summary | N | Y | N | N | N | N | N | N | N | N |
| Phases | [PhaseInvoiceValue] | Phase summary | N | Y | N | N | N | N | N | N | N | N |
| Phases | [PhaseInvoicePercentage] | Phase summary | N | Y | N | N | N | N | N | N | N | N |
| Phases | [PhaseName] | Phase details | N | Y | N | N | N | N | N | N | N | N |
| Project | [ProjectContactEmail] | N | Y | N | Y | Y | N | N | N | Y | N | |
| Project | [ProjectContactName] | N | Y | N | Y | Y | N | N | N | Y | N | |
| Project | [ProjectContactPhone1] | N | Y | N | Y | Y | N | N | N | Y | N | |
| Project | [ProjectContactPhone2] | N | Y | N | Y | Y | N | N | N | Y | N | |
| Project | [ProjectDescription] | - Valid for Project Group Invoicing | N | Y | N | Y | Y | N | N | N | Y | N |
| Project | [ProjectDueDate] | - Valid for Project Group Invoicing | N | Y | N | Y | Y | N | N | N | Y | N |
| Project | [ProjectManager] | Project manager full name | N | Y | N | Y | Y | N | N | N | Y | N |
| Project | [ProjectManagerFullName] | Project manager full name | N | Y | N | Y | Y | N | N | N | Y | N |
| Project | [ProjectManagerFirstName] | N | Y | N | Y | Y | N | N | N | Y | N | |
| Project | [ProjectManagerLastName] | N | Y | N | Y | Y | N | N | N | Y | N | |
| Project | [ProjectManagerEmail] | N | Y | N | Y | Y | N | N | N | Y | N | |
| Project | [ProjectManagerPhone] | N | Y | N | Y | |||||||
| Project | [ProjectName] | - Valid for Project Group Invoicing | N | Y | N | Y | Y | N | N | N | Y | N |
| Project | [ProjectNumber] | N | Y | N | Y | Y | N | N | N | Y | N | |
| Project | [ProjectStartDate] | - Valid for Project Group Invoicing | N | Y | N | Y | Y | N | N | N | Y | N |
| Project | [ProjectCompletedDate] | N | Y | N | Y | Y | N | N | N | N | N | |
| Project | [ProjectTax] | Forecast Total Tax | N | Y | N | Y | Y | N | N | N | Y | N |
| Project | [ProjectTotal] | Forecast Total excl Tax | N | Y | N | Y | Y | N | N | N | Y | N |
| Project | [ProjectTotalForecastTime] | N | Y | N | Y | Y | N | N | N | Y | N | |
| Project | [ProjectTotalIncTax] | Forecast Total Incl Tax | N | Y | N | Y | Y | N | N | N | Y | N |
| Project | [ProjectBillableTimesheetTotal] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectBillableMaterialsTotal] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectBillablePurchasesTotal] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectBillableActualsTotal] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectWipByActual] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectGrossInvoiced] | N | Y | N | Y | N | N | N | N | N | N | |
| Project | [ProjectGrossInvoicedIncTax] | N | Y | N | Y | N | N | N | N | N | N | |
| Project | [ProjectGrossCredited] | N | Y | N | Y | N | N | N | N | N | N | |
| Project | [ProjectGrossCreditedIncTax] | N | Y | N | Y | N | N | N | N | N | N | |
| Project | [ProjectNetInvoiced] | Invoice - Credit | N | Y | N | Y | N | N | N | N | N | N |
| Project | [ProjectNetInvoicedIncTax] | Invoice - Credit | N | Y | N | Y | N | N | N | N | N | N |
| Project | [ProjectPurchasesTotal] | Actual Purchases | N | Y | N | Y | Y | N | N | N | N | N |
| Project | [ProjectPurchasesTotalTax] | N | Y | N | Y | Y | N | N | N | N | N | |
| Project | [ProjectPurchasesTotalIncTax] | N | Y | N | Y | Y | N | N | N | N | N | |
| Project | [ProjectTasksForecastCost] | N | Y | N | Y | Y | N | N | N | N | N | |
| Project | [ProjectTasksActualCost] | N | Y | N | Y | Y | N | N | N | N | N | |
| Project | [ProjectProductsForecastCost] | N | Y | N | Y | Y | N | N | N | N | N | |
| Project | [ProjectProductsActualCost] | N | Y | N | Y | Y | N | N | N | N | N | |
| Project | [ProjectWeightTotal] | N | Y | N | Y | Y | N | N | N | N | N | |
| Project | [ProjectVolumeTotal] | N | Y | N | Y | Y | N | N | N | N | N | |
| Project | [ProjectInvoiceProductTotal] | Invoiced Subtotal Excl Tax | N | N | N | Y | N | N | N | N | N | N |
| Project | [ProjectInvoiceProductTotalTax] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectInvoiceProductTotalIncTax] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectInvoiceTaskTotal] | Invoiced Subtotal Excl Tax | N | N | N | Y | N | N | N | N | N | N |
| project | [ProjectInvoiceTaskTotalTax] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectInvoiceTaskTotalIncTax] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectPODisbursementsTotal] | Forecast Subtotal Excl Tax | N | N | N | Y | N | N | N | N | N | N |
| Project | [ProjectPODisbursementsTaxTotal] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectPODisbursementsTotalIncTax] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectProductsSubTotal] | Forecast Subtotal Excl Tax | N | N | N | Y | N | N | N | N | N | N |
| Project | [ProjectProductsTaxTotal] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectProductsTotal] | Forecast Subtotal | N | N | N | Y | N | N | N | N | N | N |
| Project | [ProjectTaskSubTotal] | Forecast Subtotal | N | N | N | Y | N | N | N | N | N | N |
| Project | [ProjectTaskTaxTotal] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectTaskTotal] | Forecast Subtotal | N | N | N | Y | N | N | N | N | N | N |
| Project | [ProjectTotalActualTime] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectTotalSupplierCredits] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectReportingCategory1] | N | N | N | Y | N | N | N | N | N | N | |
| Project | [ProjectReportingCategory2] | N | N | N | Y | N | N | N | N | N | N | |
| Project Group | [ProjectGroupDescription] | N | N | N | Y | N | N | N | N | N | N | |
| Project Group | [ProjectGroupName] | N | N | N | Y | N | N | N | N | N | N | |
| Purchase Order | [PurchaseOrderDate] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderDeliveryAddress1] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderDeliveryAddress2] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderDeliveryInstructions] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderDeliveryPostcode] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderDeliveryState] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderDeliverySuburb] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderDescription] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderExpectedDate] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderNumber] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderProjectNumber] | Displays related project/s (comma-separated for advanced purchases) | N | Y | N | N | N | Y | N | N | Y | N |
| Purchase Order | [PurchaseOrderProjectName] | Related Projects Name | N | Y | N | N | N | Y | N | N | Y | N |
| Purchase Order | [PurchaseOrderSubTotal] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderTaxTotal] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderTotal] | N | N | N | N | N | Y | N | N | Y | N | |
| Purchase Order | [PurchaseOrderVolume] | N | N | N | N | N | Y | N | N | N | N | |
| Purchase Order | [PurchaseOrderWeight] | N | N | N | N | N | Y | N | N | N | N | |
| Quote | [QuoteOwner] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteContactEmail] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteContactFirstName] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteContactFullName] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteContactLastName] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteContactPhone] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteContactPhone2] | Different formatting | Y | N | N | N | N | N | N | N | N | N |
| Quote | [QuoteDate] | Y | N | N | Y | Y | N | N | N | N | N | |
| Quote | [QuoteDescription] | Y | N | N | Y | Y | N | N | N | N | N | |
| Quote | [QuoteExpiryDate] | Y | N | N | Y | Y | N | N | N | N | N | |
| Quote | [QuoteForecastProfit] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteMargin] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteName] | Y | N | N | Y | Y | N | N | N | N | N | |
| Quote | [QuoteNumber] | Y | N | N | Y | Y | N | N | N | N | N | |
| Quote | [QuoteDisplayNumber] | Quote Number + Revision Number | Y | N | N | Y | Y | N | N | N | N | N |
| Quote | [QuoteRevisionNumber] | Revision Number only | Y | N | N | Y | Y | N | N | N | N | N |
| Quote | [QuoteOrderVolume] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteOrderWeight] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteOwner] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteOwnerEmail] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteOwnerFirstName] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteOwnerLastName] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteOwnerPhone] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteProductTotal] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteProductTotalTax] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteProductTotalIncTax] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteProductOptionsTotal] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteProductOptionsTotalTax] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteProductOptionsTotalIncTax] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteProductTotalCost] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteRecommendedJobDate] | Y | N | N | Y | Y | N | N | N | N | N | |
| Quote | [CustomerSignature] | For displaying the automated quote acceptance signature only. | Y | N | N | N | N | N | N | N | N | N |
| Quote | [QuoteTaskTotal] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteTaskTotalTax] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteTaskTotalIncTax] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteTaskOptionsTotal] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteTaskOptionsTotalTax] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteTaskOptionsTotalIncTax] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteTaskTotalCost] | Y | N | N | N | N | N | N | N | N | N | |
| Quote | [QuoteTax] | Y | N | N | Y | Y | N | N | N | N | N | |
| Quote | [QuoteTotal] | Y | N | N | Y | Y | N | N | N | N | N | |
| Quote | [QuoteTotalCost] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteTotalIncTax] | Y | N | N | Y | Y | N | N | N | N | N | |
| Quote | [QuoteVolume] | Y | N | N | Y | N | N | N | N | N | N | |
| Quote | [QuoteWeight] | Y | N | N | Y | N | N | N | N | N | N | |
| Stock Sale | [StockSaleContactFirstName] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleContactFullName] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleContactLastName] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleContactPhone] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleDate] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleDeliveryAddress1] | N | N | Y | N | N | N | N | N | N | N | |
| Stock Sale | [StockSaleDeliveryAddress2] | N | N | Y | N | N | N | N | N | N | N | |
| Stock Sale | [StockSaleDeliveryCity] | N | N | Y | N | N | N | N | N | N | N | |
| Stock Sale | [StockSaleDeliveryInstructions] | N | N | Y | N | N | N | N | N | N | N | |
| Stock Sale | [StockSaleDeliveryPostcode] | N | N | Y | N | N | N | N | N | N | N | |
| Stock Sale | [StockSaleDeliveryState] | N | N | Y | N | N | N | N | N | N | N | |
| Stock Sale | [StockSaleDeliverySuburb] | N | N | Y | N | N | N | N | N | N | N | |
| Stock Sale | [StockSaleDescription] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleExpectedDate] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleDispatchDate] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleNumber] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleDisplayNumber] | SS number and revision suffix | N | Y | Y | N | N | N | N | N | Y | N |
| Stock Sale | [StockSaleRevision] | Revision suffix only | N | Y | Y | N | N | N | N | N | Y | N |
| Stock Sale | [StockSaleTax] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleTotal] | N | Y | Y | N | N | N | N | N | Y | N | |
| Stock Sale | [StockSaleTotalIncTax] | N | N | N | N | N | N | N | N | Y | N | |
| Subtotals | [ProductsSubTotal] | N | N | N | Y | N | N | N | N | Y | N | |
| Subtotals | [ProductsTaxTotal] | N | N | N | Y | N | N | N | N | Y | N | |
| Subtotals | [ProductsTotal] | Inc GST | N | N | N | Y | N | N | N | N | Y | N |
| Subtotals | [TaskSubTotal] | N | N | N | Y | N | N | N | N | Y | N | |
| Subtotals | [TaskTaxTotal] | N | N | N | Y | N | N | N | N | Y | N | |
| Subtotals | [TaskTotal] | Inc GST | N | N | N | N | N | N | N | N | Y | N |
| Supplier | [SupplierABN] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierAddress1] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierAddress2] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierCity] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierContactEmail] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierContactName] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierContactPhone1] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierContactPhone2] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierCreditLimit] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierCreditDays] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierNoCreditDays] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierCreditTermsType] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierEmail] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierFax] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierName] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierPhone] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierPostcode] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierState] | N | N | N | N | N | Y | N | N | Y | N | |
| Supplier | [SupplierWebsite] | N | N | N | N | N | Y | N | N | Y | N | |
| User | [UserEmail] | Current Logged in WorkGuru User | Y | Y | Y | Y | Y | Y | Y | Y | Y | N |
| User | [UserFirstName] | Current Logged in WorkGuru User | Y | Y | Y | Y | Y | Y | Y | Y | Y | N |
| User | [UserFullName] | Current Logged in WorkGuru User | Y | Y | Y | Y | Y | Y | Y | Y | Y | N |
| User | [UserLastName] | Current Logged in WorkGuru User | Y | Y | Y | Y | Y | Y | Y | Y | Y | N |
| User | [UserPhone] | Current Logged in WorkGuru User | Y | Y | Y | Y | Y | Y | Y | Y | Y | N |
| Warehouse | [WarehouseAddress1] | N | Y | Y | Y | Y | Y | N | N | N | N | |
| Warehouse | [WarehouseAddress2] | N | Y | Y | Y | Y | Y | N | N | N | N | |
| Warehouse | [WarehouseName] | N | Y | Y | Y | Y | Y | N | N | N | N | |
| Warehouse | [WarehousePostcode] | N | Y | Y | Y | Y | Y | N | N | N | N | |
| Warehouse | [WarehouseState] | N | Y | Y | Y | Y | Y | N | N | N | N | |
| Warehouse | [WarehouseSuburb] | N | Y | Y | Y | Y | Y | N | N | N | N |
Table Fields
The following fields are required to be used within a table on the document, so WorkGuru can recur the rows to match the number of line items on the transaction. Due to this, the table will change in size on the document, so that will need to factored into the document template layout. The process to setup the tables correctly by ensuring they have a Header and the correct Alt-Text Description is available here.
Note on Project Group Invoicing: While a field may show as being supported on the invoice column, it may not be supported when printing a Project Group invoice specifically. This is because the data is going to be pulled from the project group, so for example if you are trying to return task lines on a project group invoice, some line fields such as TaskInvoicedPercentage will not return any data if printed on a Project Group invoice. If a field is suitable to be used with Project Groups then it will be listed in the notes of the relevant field
Products
Universal product table fields available for most document templates.
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Product | [ProductAmount] | Total $ excl invoice - Valid for Project Group Invoicing | Y | Y | Y | Y | N | Y | Y | N | Y | N |
| Product | [ProductAmount2] | Differing format to above | Y | N | N | N | N | N | N | N | N | N |
| Product | [ProductBarcode] | Y | Y | Y | Y | Y | N | N | N | Y | N | |
| Product | [ProductBrand] | Y | Y | Y | Y | Y | Y | N | N | Y | N | |
| Product | [ProductBuyPrice] | Y | Y | Y | Y | Y | Y | Y | N | Y | N | |
| Product | [ProductMargin] | Y | N | N | N | N | N | N | N | N | N | |
| Product | [ProductCategory] | Y | Y | Y | Y | Y | N | N | N | Y | N | |
| Product | [ProductDescription] | - Valid for Project Group Invoicing | Y | Y | Y | Y | Y | Y | Y | N | Y | N |
| Product | [ProductLineDiscount$] | Stocksale only - Pulls from the discount field value on the transaction product line item | Y | Y | Y | Y | N | N | N | N | N | N |
| Product | [ProductDiscount$] | Project only - Pulls from the discount field value on the transaction product line item | Y | Y | Y | Y | N | N | N | N | N | N |
| Product | [ProductLineDiscount%] | Stocksale only - Pulls from the discount field value on the transaction product line item | Y | Y | Y | Y | N | N | N | N | N | N |
| Product | [ProductDiscount%] | Project only - Pulls from the discount field value on the transaction product line item | Y | Y | Y | Y | N | N | N | N | N | N |
| Product | [ProductDispatchedQuantity] | N | N | Y | N | N | N | N | N | N | N | |
| Product | [ProductImage] | 100x100 pixels | Y | Y | Y | Y | N | Y | N | N | Y | N |
| Product | [ProductImageLarge] | 300x300 | Y | Y | Y | Y | N | Y | N | N | Y | N |
| Product | [ProductLocation] | Y | N | Y | Y | N | N | N | N | N | N | |
| Product | [ProductName] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | Y | Y | N | Y | N |
| Product | [ProductQuantity] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | Y | Y | N | Y | N |
| Product | [ProductRate] | - Valid for Project Group Invoicing | Y | Y | Y | Y | Y | Y | Y | N | Y | N |
| Product | [ProductRRP] | Y | Y | Y | Y | Y | N | N | N | Y | N | |
| Product | [ProductSKU] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | Y | Y | N | Y | N |
| Product | [ProductSupplierCode] | Purchase Orders | Y | N | N | N | N | Y | N | N | N | N |
| Product | [ProductTaxAmount] | Inc Tax Total - Valid for Project Group Invoicing | Y | Y | Y | Y | N | Y | Y | N | Y | N |
| Product | [ProductTaxName] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | Y | Y | N | Y | N |
| Product | [ProductTotalAmount] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | Y | Y | N | Y | N |
| Product | [ProductUnitTax] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | N | N | N | N | N |
| Product | [ProductWeight] | Unit weight | Y | Y | Y | Y | N | Y | Y | N | Y | N |
| Product | [ProductWeightTotal] | N | N | N | Y | N | N | N | N | N | N | |
| Product | [ProductVolume] | Unit weight | Y | Y | Y | Y | N | Y | Y | N | Y | N |
| Product | [ProductVolumeTotal] | N | N | N | Y | N | N | N | N | N | N | |
| Product | [ProductInvoicedAmount] | $ invoiced to date inc current | N | Y | N | N | N | N | N | N | N | N |
| Product | [ProductPrevInvoicedAmount] | $ invoiced to date | N | Y | N | N | N | N | N | N | N | N |
| Product | [ProductInvoicedPercentage] | % invoiced to date | N | Y | N | N | N | N | N | N | N | N |
| Product | [ProductPercentage] | % on current invoice | N | Y | N | N | N | N | N | N | N | N |
| Product | [ProductPercantageQty] | % Qty on current invoice | Y | N | N | N | N | N | N | N | N | N |
| Product | [ProductRemaining] | $ remaining to date | N | Y | N | N | N | N | N | N | N | N |
| Product | [ProductForecast] | Forecast/Quoted $ | N | Y | N | N | N | N | N | N | N | N |
| Product | [ProductForecastQty] | Y | N | N | N | N | N | N | N | N | N | |
| Product | [ProductPhase] | Y | N | N | Y | N | N | N | N | N | N | |
| Product | [ProductCostPrice] | Y | N | N | Y | N | N | N | N | N | N | |
| Product | [ProductUsedStockQuantity] | N | N | N | Y | N | N | N | N | N | N | |
| Product | [ProductPurchasedQuantity] | N | N | N | Y | N | N | N | N | N | N |
ProductOptions
The ProductOptions table allows you to display on a quote template any product lines assigned as options on the quote. The ProductOptions table can display the same fields as the product table, inclusive of phases.
Tasks
Universal tasks table fields available to display on most doc
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Task | [TaskAmount] | Excl GST Total - Valid for Project Group Invoicing | Y | Y | Y | Y | N | N | Y | N | Y | N |
| Task | [TaskCostPrice] | Y | N | N | N | N | N | N | N | Y | N | |
| Task | [TaskDescription] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | N | Y | N | Y | N |
| Task | [TaskForecast] | Forecast/Quoted $ | Y | Y | Y | N | N | N | N | N | N | N |
| Task | [TaskForecastQty] | Forecast/quoted task quantities | Y | |||||||||
| Task | [TaskInvoicedAmount] | $ invoiced to date inc current | Y | Y | N | N | N | N | N | N | N | |
| Task | [TaskInvoicedPercentage] | % invoiced to date. | Y | Y | Y | N | N | N | N | N | N | N |
| Task | [TaskMargin] | Y | N | N | N | N | N | N | N | N | N | |
| Task | [TaskName] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | N | Y | N | Y | N |
| Task | [TaskPercentage] | % on current invoice | Y | Y | Y | N | N | N | N | N | N | N |
| Task | [TaskPrevInvoicedAmount] | $ invoiced to date | Y | Y | N | N | N | N | N | N | N | N |
| Task | [TaskQuantity] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | N | Y | N | Y | N |
| Task | [TaskQuantityActual] | N | N | N | Y | N | N | N | N | N | N | |
| Task | [TaskQuantityRemaining] | quantity remaining to date | N | N | N | Y | N | N | N | N | N | N |
| Task | [TaskRate] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | N | Y | N | Y | N |
| Task | [TaskRemaining] | $ remaining to date | Y | Y | Y | N | N | N | N | N | N | N |
| Task | [TaskStaff] | N | N | N | Y | N | N | N | N | N | N | |
| Task | [TaskTaxAmount] | Y | Y | Y | Y | N | N | Y | N | Y | N | |
| Task | [TaskTaxName] | - Valid for Project Group Invoicing | Y | Y | Y | Y | N | N | Y | N | Y | N |
| Task | [TaskTotalAmount] | Inc GST Total - Valid for Project Group Invoicing - Valid for Project Group Invoicing | Y | Y | Y | Y | N | N | Y | N | Y | N |
| Task | [TaskUnitTax] | - Valid for Project Group Invoicing | Y | Y | N | N | N | N | N | N | Y | N |
| Task | [TaskPhase] | Y | N | N | Y | |||||||
| Task | [TaskCostActual] | N | N | N | Y | Y | N | Y | N | N | N |
TaskOptions
The TaskOptions table allows you to display on a quote template any tasks lines assigned as options on the quote. The ProductOptions table can display the same fields as the task table, inclusive of phases.
Timesheets
Table displays invoiced timesheets.
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
| Invoice Timesheet | [StaffName] | N | Y | N | Y | Y | N | N | N | N | N | |
| Invoice Timesheet | [TSDate] | N | Y | N | Y | Y | N | N | N | N | N | |
| Invoice Timesheet | [TSEndTime] | N | Y | N | Y | Y | N | N | N | N | N | |
| Invoice Timesheet | [TSLength] | N | Y | N | Y | Y | N | N | N | N | N | |
| Invoice Timesheet | [TSBillableLength] | N | Y | N | Y | Y | N | N | N | N | N | |
| Invoice Timesheet | [TSNote] | N | Y | N | Y | Y | N | N | N | N | N | |
| Invoice Timesheet | [TSStartTime} | N | Y | N | Y | Y | N | N | N | N | N | |
| Invoice Timesheet | [TSTask] | N | Y | N | Y | Y | N | N | N | N | N |
Note: Timesheets are not invoiced and don't have a direct relationship to an invoice. Adding timesheets against a task will contribute to the tasks actuals which is itself invoiced. When printing timesheets on an invoice document, only timesheets relevant to that tasks actuals for the period since the last invoice will flow through.
Purchases
Purchases fields are used in a table on invoice templates to display billable disbursement lines that have been invoiced.
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PO Disbursement | [POAmount] | Ex GST Total | N | Y | N | N | N | N | N | N | N | N |
| PO Disbursement | [PODescription] | Product | N | Y | N | N | N | N | N | N | N | N |
| PO Disbursement | [POName] | Product | N | Y | N | N | N | N | N | N | N | N |
| PO Disbursement | [POQuantity] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [PORate] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [POTaxAmount] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [POTaxName] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [POTotalAmount] | Inc GST Total | N | Y | N | N | N | N | N | N | N | N |
| PO Disbursement | [POUnitAmount] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [POUnitTax] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [PONumber] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [POSupplier] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [POIssueDate] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [POExpectedDate] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [POReceivedDate] | N | Y | N | N | N | N | N | N | N | N |
PurchaseLines
PurchaseLine fields are used in a table on project briefs to display project purchase order line item information.
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PO Line | [PODescription] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [POName] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [PONumber] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [POOrderQuantity] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [POQuantity] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [PORecievedQuantity] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [POSku] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [POSupplier] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [POIssueDate] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [POTotal] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [POTaxAmount] | N | N | N | Y | N | N | N | N | N | N | |
| PO Line | [POTotalIncTax] | N | N | N | Y | N | N | N | N | N | N |
AltPurchases
This table is an alternative to the "Purchases" table and is used to group the same set of data by either supplier or PO. The grouping logic depends on which fields are used in the repetition row of the table, only one can be used:
- If the repetition row contains [SupplierTotal] or [SupplierTotalIncTax], amounts are grouped by supplier.
- If the repetition row contains [PoTotal] or [PoTotalIncTax], amounts are grouped by purchase order
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PO Disbursement | [SupplierName] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [SupplierTotal] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [SupplierTotalTax] | Group by Supplier | N | Y | N | N | N | N | N | N | N | N |
| PO Disbursement | [SupplierTotalIncTax] | Group by Supplier | N | Y | N | N | N | N | N | N | N | N |
| PO Disbursement | [SupplierInvoiceNumber] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [PoNumber] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [PoTotal] | N | Y | N | N | N | N | N | N | N | N | |
| PO Disbursement | [PoTotalTax] | Group by PO | N | Y | N | N | N | N | N | N | N | N |
| PO Disbursement | [PoTotalIncTax] | Group by PO | N | Y | N | N | N | N | N | N | N | N |
| PO Disbursement | [PoDescription] | N | Y | N | N | N | N | N | N | N | N |
Payments
The payments table can be used used to display payment type and amounts on invoices. Usually used in conjunction with the [AmountOutstanding] field to show balance owing.
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Payments | [PaymentAmount] | N | Y | N | N | N | N | N | N | N | N | |
| Payments | [PaymentDate] | N | Y | N | N | N | N | N | N | N | N | |
| Payments | [PaymentType] | N | Y | N | N | N | N | N | N | N | N |
LeadActivities
The lead activities table can be used to display lead activities on lead documents.
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lead Activity | [LeadActivityFullName] | Assigned users name | N | N | N | N | N | N | N | N | N | Y |
| Lead Activity | [LeadActivityType] | N | N | N | N | N | N | N | N | N | Y | |
| Lead Activity | [LeadActivityDueDate] | N | N | N | N | N | N | N | N | N | Y | |
| Lead Activity | [LeadActivityCompletedDate] | N | N | N | N | N | N | N | N | N | Y | |
| Lead Activity | [LeadActivityDescription] | N | N | N | N | N | N | N | N | N | Y |
PhaseSummary
The Phase Summaries can be used to display Project Phases on invoices
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Phase Summary | [PhaseName] | Y | Y | N | N | N | N | N | N | N | N | |
| Phase Summary | [PhaseValue] | Y | Y | N | N | N | N | N | N | N | N | |
| Phase Summary | [PhaseInvoiceValue] | N | Y | N | N | N | N | N | N | N | N | |
| Phase Summary | [PhaseInvoicePercentage] | N | Y | N | N | N | N | N | N | N | N |
PhaseDetails
The Phase Details can be used to display Project Phases on invoices. Note: thePhaseDetails Table requires nested Tasks, and Products tables to sit within in it. Formatting example templates available here for quotes and invoices or refer to our Table Field Setup article for an example image.
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Phase Details | [PhaseName] | Y | Y | N | N | N | N | N | N | N | N | |
| Phase Details | [PhaseValue] | Total incl. options | Y | Y | N | N | N | N | N | N | N | N |
| Phase Details | [PhaseInvoiceValue] | N | Y | N | N | N | N | N | N | N | N | |
| Phase Details | [PhaseInvoicePercentage] | N | Y | N | N | N | N | N | N | N | N | |
| Phase Details | [PhaseBaseValue] | Total excl. options | Y | Y | N | N | N | N | N | N | N | N |
| Phase Details | [PhaseOptionsValue] | Total options only | Y | Y | N | N | N | N | N | N | N | N |
InvoiceSummaries
The invoice summaries is used to list all invoices for a project (similar to the invoices table on the project detail page).
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invoice Summary | [InvSummaryNumber] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryProjectnumber] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryProjectName] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryDescription] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryClientPO] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryReference] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryDate] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryDueDate] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummarySubTotal] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryTaxTotal] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryTotal] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryTaskTotal] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryProductTotal] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryAmountOutstanding] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryAmountPaid] | N | Y | N | Y | N | N | N | N | N | N | |
| Invoice Summary | [InvSummaryPaidPercent] | N | Y | N | Y | N | N | N | N | N | N |
POSummaries
This table is an alternative to the "Purchases" table and is used to group the same set of data by either supplier or PO. Which grouping logic is applied depends on which fields are used in the repetition row of the table.
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PO Summary | [POSummaryAccountingNumber] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryIsBillable] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryDeliveryAddress1] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryDeliveryAddress2] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryDescription] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryExchangeRate] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryExpectedDate] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryForecastTotal] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryInvoicedAmount] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryInvoiceDate] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryInvoiceDueDate] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryIsLandedCostPo] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryIssueDate] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryNumber] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryPostcode] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryReceivedDate] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryRevision] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummarySentToAccountingDate] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryEmailedDate] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryState] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryStatus] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummarySuburb] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummarySupplierName] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummarySupplierInvoiceNumber] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryTotalTax] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryTotal] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryTotalIncTax] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryVolume] | N | N | N | Y | Y | N | N | N | N | N | |
| PO Summary | [POSummaryWeight] | N | N | N | Y | Y | N | N | N | N | N |
StockUsageSummaries
The StockUsageSummaries table is used to list all stock usage against a project (similar to the usages listed under the materials table on a projects detail page).
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock Usage | [ProductSKU] | N | Y | N | Y | Y | N | N | N | N | N | |
| Stock Usage | [ProductName] | N | Y | N | Y | Y | N | N | N | N | N | |
| Stock Usage | [ProductDescription] | Product Details | N | Y | N | Y | Y | N | N | N | N | N |
| Stock Usage | [UserFullName] | N | Y | N | Y | Y | N | N | N | N | N | |
| Stock Usage | [UsageDescription] | Proj/Prod Details | N | Y | N | Y | Y | N | N | N | N | N |
| Stock Usage | [UsageQuantity] | N | Y | N | Y | Y | N | N | N | N | N | |
| Stock Usage | [UsageUnitCost] | N | Y | N | Y | Y | N | N | N | N | N | |
| Stock Usage | [UsageTotalCost] | N | Y | N | Y | Y | N | N | N | N | N | |
| Stock Usage | [UsageDate] | N | Y | N | Y | Y | N | N | N | N | N |
LandedCostLines
Landed Cost Lines can be printed on purchase document templates
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Landed Cost Amount | [LandedCostAmount] | N | N | N | N | N | Y | N | N | N | N | |
| Landed Cost Name | [LandedCostName] | N | N | N | N | N | Y | N | N | N | N | |
| Landed Cost Tax | [LandedCostTaxAmount] | N | N | N | N | N | Y | N | N | N | N |
Output
The output table is used to display output from a production job. It can be used in conjunction with the product table fields.
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Output | [OutputSKU] | N | N | N | N | Y | N | N | N | N | N | |
| Output | [OutputName] | N | N | N | N | Y | N | N | N | N | N | |
| Output | [OutputDescription] | N | N | N | N | Y | N | N | N | N | N | |
| Output | [OutputForecastQuantity] | N | N | N | N | Y | N | N | N | N | N | |
| Output | [OutputActualQuantity] | N | N | N | N | Y | N | N | N | N | N | |
| Output | [OutputUnitCost] | N | N | N | N | Y | N | N | N | N | N |
Notes
Project notes can be printed on the following document template types
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Note | [NoteText] | N | N | N | Y | N | N | N | N | N | N | |
| User | [NoteUser] | N | N | N | Y | N | N | N | N | N | N | |
| Date | [NoteDate] | N | N | N | Y | N | N | N | N | N | N | |
| Date and Time | [NoteDateTime] | N | N | N | Y | N | N | N | N | N | N |
LeadNotes
Lead notes can be printed on the following document template types
| Merge Field | Merge Field Name | Notes | QU | IN | SS | PR | PJ | PO | PG | AS | CN | LD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Note | [NoteText] | N | N | N | N | N | N | N | N | N | Y | |
| User | [NoteUser] | N | N | N | N | N | N | N | N | N | Y | |
| Date | [NoteDate] | N | N | N | N | N | N | N | N | N | Y | |
| Date and Time | [NoteDateTime] | N | N | N | N | N | N | N | N | N | Y |
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