Invoice Module Variables

The following variables can be used when creating a Web Page View to generate an Invoice using the Invoicing Module:

Invoice Line Items

Invoice Items refers to the Level 2 or Level 3 items to be billed.

On the Application Configuration page you must first provide the field names of the associated Level 2 or 3 fields so they can be listed as part of the individual line items on the invoice. This is done in the Invoice Item Field Mapping section. The fields are:

• Item Detail:
• Item Quantity:
• Item Amount:
• Item Tax:
• Item Tax 2:

For example, the associated fields on the Level 2 or Level 3 entities could be named:

• Item Detail: @type@
• Item Quantity: @quantity@
• Item Amount: @rate@
• Item Tax: @GST Amount@
• Item Tax 2: @PST Amount@

On the Web Page View you refer to each of these fields using special terminology which allows them to be listed in the table as described above:

• Item Detail: ~description~
• Item Quantity: ~qty~
• Item Amount: ~amount~
• Item Tax: ~tax~
• Item Tax 2: ~tax2~

Also, ~fullamount~ is used to display the result of multiplying Quantity and Amount

If you wish the Invoice Line Items to include fields other than the standard fields (which are Item Detail, Quantity, Amount, Tax1 and Tax2):

• Create a Store Value - System Variables field in the “Invoice Item Custom Fields” section of Application Configuration which refers to the field name of the Level 2 or 3 field (example: @Produce Code@).
  • Hint: You can use the same name for this field (ie: Create a field called Product Code which stores a System Variable called @Product Code@)
• On the Web Page View you can refer to the field name from the “Invoice Item Custom Field” section between $’s. (Example: $Product Code$)

Invoice Totals

• @amount@: This is the subtotal, also know as the invoice total before tax (the sum of all ~fullamount~ amounts)
• @tax@: Total tax 1 on the invoice (the sum of all the ~tax~ amounts)
• @tax2@: Total tax 2 on the invoice (the sum of all the ~tax2~ amounts)
• @invtotal@: this is the total amount of the invoice, including both taxes.
• @invnumber@: this is used to refer to the invoice number if you are using auto-numbering (which can be configured on the Application Configuration page.)

Example

The following is a example that would be used on the Web Page View to create a table listing all the items for the invoice, as well as the SubTotal, Total GST, PST and Invoice Total:

<table>
<tr>
   <td>Product Code</td> 
   <td>Item Description</td> 
   <td>Quantity</td> 
   <td>Unit Cost</td>
   <td>Total Cost</td>
   <td>GST</td>
   <td>PST</td>
</tr>

<form name=frmsubact>
[#(?object=items)

<tr>
   <td>$Product Code$</td> 
   <td>~description~</td> 
   <td> ~qty~ </td> 
   <td> ~amount~ </td>
   <td> ~fullamount~ </td>
   <td> ~tax~ </td>
   <td> ~tax2~ </td>
</tr>

#]
</form>

<tr> 
    <td><b>Sub-Total:</b></td>
    <td>@amount@</td>
</tr>
<tr> 
    <td><b>Total GST:</b></td>
    <td>@tax@</td>
</tr>
<tr> 
    <td><b>Total PST:</b></td>
    <td>@tax2@</td>
</tr>
<tr> 
    <td><b>Total:</b></td>
    <td>@invtotal@</td>
</tr>

</table>

The code between the [#(?object=items) and closing #] will be repeated for each line item to be included on the invoice.

See also: Web Page View Field Variables