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 might 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 generated as a list:

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

Also:

• ~fullamount~ is used to display the product of Quantity and Amount
• ~Index can be used to number the lines (1, 2, 3...)

• ~Index~ start numbering at 1, ~index~ starts numbering at 0.

If you wish the invoice line items to include fields other than the standard fields (which are Item Detail, Quantity, Amount, Tax 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@)
• Within the invoice line item section on the Web Page View you can refer to the field name from the Invoice Item Custom Field section between $’s. (Example: $Product Code$)

NOTE: The field name between the $$ is Case Sensitive.

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.)

• @invdate@: display the date of the invoice (by default is the date the invoice is created, but can be changed)
• @statusname@: display the status of the invoice. (Statuses can be created 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