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Invoice Template Tags


What they are

These are text 'tags' you put in your template that the system replaces with data when it creates your document. Insert these tags into your template Word or PDF document.

How they work

All the tags except those marked as 'Invoice Items' and 'Invoice Sections' will generally appear just once in your document. You can have them multiple times if you wish, but they will repeat the same data (i.e. a client's name).

'Invoice Items' and 'Invoice Sections' need to be inside a Word table in order expand correctly with the different line items in your Invoice. To understand more on how the system manages these templates see here.

Samples

You can view and edit samples from here.

Tags List


Invoice Information

Tag Description
{BusinessName} Your business name.
{BusinessLogo} Replaces tag with the image of your business.
{BusinessAddress1} Address line 1 from your business address.
{BusinessAddress2} Address line 2 from your business address.
{BusinessAddress3} Address line 3 from your business address.
{BusinessTown} Town from your business address.
{BusinessCounty} County from your business address.
{BusinessPostcode} Postcode from your business address.
{BusinessCountry} Country from your business address.
{BusinessTelephone} Telephone number from your business contact information.
{BusinessMobile} Mobile number from your business contact information.
{BusinessEmail} Email from your business contact information.
{BusinessWebsite} Website URL from your business contact information.
{BusinessFax} Fax number from your business contact information.
{BusinessVAT} VAT number from your business details
{BusinessRegistrationNumber} Registration number from your business details
{ClientContactName} Name from invoice client contact
{ClientContactTitle} Title of the invoice client contact
{ClientContactFirstName} First name of the invoice client contact
{ClientContactLastName} Last name of the invoice client contact
{ClientContactTelephone} Telephone number from invoice client contact.
{ClientContactMobile} Mobile number from invoice client contact.
{ClientContactEmail} Email from invoice client contact.
{InvoiceName} Name from invoice invoice address
{InvoiceAddressReference} Address reference
{InvoiceAddress1} Address line 1 from invoice invoice address.
{InvoiceAddress2} Address line 2 from invoice invoice address
{InvoiceAddress3} Address line 3 from invoice invoice address
{InvoiceTown} Town from invoice invoice address
{InvoiceCounty} County from invoice invoice address
{InvoicePostcode} Postcode from invoice invoice address
{InvoiceCountry} Country from invoice invoice address
{InvoiceTelephone} Telephone number from invoice invoice address.
{InvoiceMobile} Mobile number from invoice invoice address.
{InvoiceEmail} Email from invoice invoice address.
{DeliveryName} Name from invoice delivery address
{DeliveryAddressReference} Delivery address reference
{DeliveryAddress1} Address line 1 from invoice delivery address.
{DeliveryAddress2} Address line 2 from invoice delivery address
{DeliveryAddress3} Address line 3 from invoice delivery address
{DeliveryTown} Town from invoice delivery address
{DeliveryCounty} County from invoice delivery address
{DeliveryPostcode} Postcode from invoice delivery address
{DeliveryCountry} Country from invoice delivery address
{DeliveryTelephone} Telephone number from invoice delivery address.
{DeliveryMobile} Mobile number from invoice delivery address.
{DeliveryEmail} Email from invoice delivery address.
{InvoiceTitle} "PRO FORMA INVOICE" or "INVOICE" depending on invoice type.
{InvoiceNumber} The number, including version, assinged to the invoice.
{ClientName} Name of the client invoice is assigned to.
{ClientReference} The client reference entered into the invoice details.
{ClientAccountReference} The account reference of client assigned.
{PoNumber} The purchase order (PO) number entered into the invoice details.
{Description} The description entered into the invoice details.
{ContactName} The name of the user assigned to the invoice.
{ContactTelephone} The telephone number of the user assigned to the invoice.
{ContactEmail} The email address of the user assigned to the invoice.
{Notes} The client notes entered into the invoice details.
{DateCreated} The creation date of the invoice. e.g. 01/01/2018
{DateCreatedLong} The creation date of the invoice. e.g. 1 January 2018
{DateInvoice} The invoice date of the invoice. e.g. 01/01/2018
{DateInvoiceLong} The invoice date of the invoice. e.g. 1 January 2018
{DatePayment} The payment date of the invoice. e.g. 01/01/2018
{DatePaymentLong} The payment date of the invoice. e.g. 1 January 2018
{DateExported} The exported date of the invoice. e.g. 01/01/2018
{DateExportedLong} The exported date of the invoice. e.g. 1 January 2018
{Labour} The total labour of the invoice.
{LabourHours} The total number of labour hours of the invoice.
{LabourTime} The total number of labour hours of the invoice in time format. Example: 2.5 hours becomes "2:30"
{LabourTimeLong} The total number of labour hours of the invoice in long time format. Example: 2.5 hours becomes "2 hours 30 mins"
{Net} The net total of the invoice items.
{VAT} The total VAT of the invoice items.
{Total} The total price of the invoice items.
{ReviewLink} Website link to review page.
{AssociatedQuotation} The quotation number of the associated quotation.
{AssociatedJob} The job number of the associated job.
{AssociatedDeliveryNote} The delivery note number of the associated delivery note.

Invoice Sections

Tag Description
{SectionName} The name of the invoice section.
{SectionImage} Replaces tag with the image added to a section. Use the tags {SectionImage1}, {SectionImage2}, etc for multiple images.
{SectionNotes} The notes of the section.
{SectionLabour} The total labour of the invoice section.
{SectionLabourHours} The total number of labour hours of the invoice section.
{SectionLabourTime} The total number of labour hours of the invoice section in time format. Example: 2.5 hours becomes "2:30"
{SectionLabourTimeLong} The total number of labour hours of the invoice section in long time format. Example: 2.5 hours becomes "2 hours 30 mins"
{SectionCost} The total cost of the invoice section.
{SectionNet} The total net price of the invoice section.
{SectionVAT} The total VAT of the invoice section.
{SectionTotal} The total price of the invoice section.
{SectionIncludedInTotal} The displays the text "Included in Total" depending on whether to Include the Section in the invoice price
{SectionIncludedInTotalYesNo} The displays the text "Yes" or "No" depending on whether to Include the Section in the invoice price

Invoice Items

Tag Description
{ItemImage} Replaces tag with the image of the invoice item. Use the tags {ItemImage1}, {ItemImage2}, etc for multiple images.
{ItemCode} The product code of the invoice item.
{ItemDescription} The description of the invoice item.
{ItemCategory} The category text taken from product, on the Products page, that shares the same Product Code.
{ItemVendorCode} The vendor code text taken from product, on the Products page, that shares the same Product Code.
{ItemManufacturer} The manufacturer text taken from product, on the Products page, that shares the same Product Code.
{ItemUnit} The unit text of the invoice item.
{ItemQty} The quantity of the invoice item. Kit Items appear with an 'X' by default.
{ItemQtyDash} The quantity of the invoice item. Kit Items appear with a dash '-' instead of an 'X'.
{ItemQtyNone} The quantity of the invoice item. Kit Items appear with no additional elements.
{ItemLabourName} The labour name of the invoice item.
{ItemLabourRate} The labour rate of the invoice item.
{ItemLabourHours} The total number of labour hours of the invoice item.
{ItemLabourTime} The total number of labour hours of the invoice item in time format. Example: 2.5 hours becomes "2:30"
{ItemLabourTimeLong} The total number of labour hours of the invoice item in long time format. Example: 2.5 hours becomes "2 hours 30 mins"
{ItemVAT} The VAT percentage of the invoice item.
{ItemPrice} The price of the invoice item.
{ItemTotal} The net total price of the invoice item.
{ItemGross} The total price (Net + VAT) of the invoice item.

Quotaton Item Product Details

Tag Description
{ItemDetailedDescription} The detailed dwscription text taken from product, on the Products page, that shares the same Product Code.