Examples of Invoice Merge Fields

Overview

Here is an example of how merge fields might be used to create a typical invoice.  

Note these fields would typically be inserted into the relevant parts of the DOCX template.

See Invoice Template Examples for the use of these fields in a docx template

Company Letterhead

[[DivisionLogo|pt=Div__Action|width=300|height=100]]
[[CompanyName|pt=Div__Action]]
[[MailingAddressLine|pt=Div__Action]]
[[MailingCity|pt=Div__Action]]
[[MailingPostCode|pt=Div__Action]]
[[Phone_Business|pt=Div__Action]]
[[E_Mail|pt=Div__Action]]
[[system_GstAlias]] #: [[IRD_Number|pt=Div__Action|ifnull=ignore]]

Invoice Header

[[SP_SalePurchaseTypeTitle]]
Date: [[SP_SalePurchaseDate]]
Invoice #: [[SP_OurReference]]
[[system_ActionAlias]] ID: [[SP_Action_Id]]

In a generated documents the above Invoice Header will display something like:

Tax Invoice
Date: 03/07/2014
Invoice #: 6575
Matter ID: 7801 

 

Bill To

[[SP_TheirName]]
[[SP_BillingAddress]]

 

Line Items

The line items below will typically be inserted into a table in the DOCX templates

[[*REPEAT|data_source=SP_LineItems|tablerow*]]
[[SPI_Date|rn=*]]  [[SPI_Title|rn=*]]  [[SPI_Quantity|dp=2|rn=*]]  [[SPI_TotalIncl|rn=*|heading=bold]]
[[*REPEAT|END*]]

 

Totals

Amount(s) Due
This Invoice: [[SP_TotalInclusive]]
All invoices for this [[system_ActionAlias]]: [[TRUST_UnpaidSalesInvoices]]
All invoices for all [[system_ActionAliasPlural]]: [[TRUST_MultiUnpaidSalesInvoices]]
 
Please Pay: [[TRUST_MultiUnpaidSalesInvoices]]