Field name	Data that will print in this field
NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
Amount in English	The amount entered on the transaction. Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Amount in Numeric	Amount on transaction in numeric form
Check Amount	The amount entered on the transaction in numeric form
Check Number	The check number entered on the transaction
Date	The date entered on the transaction
Memo	The memo entered in the Journal Memo field of the transaction
Payee	The information entered or selected in the Payee field on the transaction

Field name	Data that will print in this field
NOTES:  If you choose the Laser form, these fields appear twice — once for each stub. Supplemental fields from the Company Information window can also be used on this form.
Account Name	The name of the allocation account entered on the transaction
Acct. #	The allocation accounts entered on the transaction
Allocation Amount	The allocation amounts entered on the transaction
Allocation Memo	The memo for each allocation amount entered on the transaction
Amount	The amount entered on the transaction, in numeric form
Number	number entered on the transaction
Date	Date entered on the transaction
Memo	The memo entered in the Journal Memo field of transaction
Payee	The information entered or selected in the Payee field on the transaction

Field name	Data that will print in this field
NOTE:  If you choose the Laser Check form, these fields appear twice — once for each stub.
Allocation Amount	The amount entered in the Amount field of the Settle Returns & Credits window
Category	The financial tracking category assigned to the transaction associated with this check
Check Amount	The amount displayed in the Amount field in the Settle Returns and Credits window in numeric form
Check Number	Check number entered in the Settle Returns and Credits window
Date	Date entered in the Settle Returns and Credits window
Invoice Date	The date of the customer credit
Invoice #	The invoice number of the customer credit
Memo	The memo entered in the Journal Memo field of the Settle Returns and Credits window
Payee	The information entered or selected in the Payee field in the Settle Returns and Credits window

Field name	Data that will print in this field
note : More fields are available to customize this form:   • Supplemental fields from the Card Information window • Supplemental fields from the Company Information window • Supplemental fields from the Applied Payment Details window
*Inv/PO #*	The number of the transaction with an asterisk before and after it
Amount	The amount of each line item entered on the transaction
Amount + tax	The amount of the line item plus the amount of tax for the line item
Applied	The total of the payments that have been applied to the sale
Balance	Amount of the sale including tax and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window.
Cust PO #	The entry in the Customer PO # field on the transaction
Date	The date entered on the transaction
Description	The description of each line item entered on the transaction
Due Date	The date the payment is due, based on the terms of the sale
Freight	The freight amount entered on the sale
Freight + tax	Includes the freight amount plus the tax on the freight
Invoice #	The invoice number entered on the transaction
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Notes	Displays additional information entered on the transaction.
Original Amount in English	The amount of the sale including tax and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page #	The pages of the sale are counted; this field displays the number of the page.
PAID Stamp	The PAID Stamp can be printed on a closed invoice.
Payment Method	The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Sale Status	The status of the sale at the time it is printed — Invoice, Order or Quote
Salesperson	The salesperson entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The shipping method entered on the transaction
Shipping Address	The shipping address entered on the transaction
Subtotal	The total of the line item amounts on the sale. (No tax included.)
Subtotal + tax	Includes the subtotal amount plus the tax on the subtotal
Tax	The amount of tax charged for line items and/or freight on the sale
Tax Code—Freight	Displays the tax code applied to freight charges if the freight entered on the sale is taxed.
Taxed	An X is printed if the Tx column was marked for a line item on the transaction.
Terms	The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total	The total of the line items plus tax and freight charges. Doesn’t reflect any payments that may have been applied.
Transaction ID	The Transaction ID entered on the transaction using the Applied Payment Detail window
Web Pay URL	The url that will link to the Web Pay options.

Field name	Data that will print in this field
NOTE:   More data fields are available to customize this form: • Supplemental fields from the Applied Payment Details window • Supplemental fields from the Card Information window • Supplemental fields from the Company Information window • Supplemental fields from the Item Information window
*Inv/PO #*	The transaction number, with an asterisk before and after it
Amount	The extended amount (item price X number of items) for each line item entered on the transaction
Amount + tax	The amount of the line item plus the amount of the tax for the line item
Applied	The total of the payments that have been applied to the sale
Authorization Code	The authorization code entered on a credit card transaction using the Applied Payment Detail window
Balance	Amount of the sale including tax and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale
Col	An X is printed if the terms for the sale are COD
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Cust PO #	The entry in the Customer PO # field on the transaction
Date	The date entered on the transaction
Description/Backordered Label	The description of each line item entered on the transaction. The word “Backordered” appears above the line items that are entered in the Backorder column.
Disc %	The discount entered in the Disc % column of the sale
Due Date	The date the payment is due, based on the terms of the sale
Freight + tax	Includes the freight amount plus the tax on the freight
Freight	The freight amount entered on the sale
Invoice #	The invoice number entered on the transaction
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
My Item #	The number of the item entered on the sale. This is the number for the item entered in the Item Information window.
Notes	Displays additional information entered on the transaction.
Original Amount in English	The amount of the sale including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 will be printed in words; larger amounts will print in numeric form.
Page #	The pages of the sale are counted; this field displays the number of the page.
PAID Stamp	The PAID Stamp can be printed on a closed invoice.
Payment Method	The payment method selected when entering a payment for the sale. This field won’t print if more than one payment has been applied to the sale.
Ppd	An X is printed if the terms of the sale are Prepaid.
Price	The amount entered in the Price column of the sale
Price + tax	The price plus the tax on the price
Progress Quote Amt	The original amount from the progress billing quote.
Qty/Units	The amount entered in the Ship or Backordered field on the sale
Sale Status	The status of the sale at the time it is printed — Invoice, Order or Quote
Salesperson	The name of the salesperson entered in the Salesperson field on the sale
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The ship method entered on the transaction
Shipping Address	The shipping address entered on the transaction
Subtotal + tax	The subtotal amount plus any tax on the subtotal
Subtotal	The total of the line item amounts on the sale (no tax included)
Tax	The amount of tax charged for line items on the sale
Tax Code—Freight	An X is printed if the freight entered on the sale is taxed.
Taxed	An X is printed if the Tx column was marked for a line item on the transaction.
Terms	The terms that appear on the top of the transaction, next to the Terms zoom arrow
Total	The total of the line items plus tax and freight charges. Doesn’t reflect any payments that may have been applied.
Total Qty/Units	The total of all amounts in the Qty/Units column
Transaction ID	The Transaction ID entered on the transaction using the Applied Payment Detail window
Unit	The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item
Web Pay URL	The url that will link to the Web Pay options.

Field name	Data that will print in this field
NOTE:  More data fields are available to customize this form: • Supplemental fields from the Applied Payment Details window • Supplemental fields from the Card Information window • Supplemental fields from the Company Information window
*Inv/PO #*	The number of the transaction with an asterisk before and after it
Amount	The amount of each line item entered on the transaction
Amount + tax	The amount of the line item plus the amount of tax for the line item
Applied	The total of the payments that have been applied to the sale
Authorization Code	The authorization code entered on a credit card transaction using the Applied Payment Detail window
Balance	Amount of the sale including tax minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window.
Cust PO #	The entry in the Customer PO # field on the transaction
Date	The date entered on the transaction
Description	The description of each line item entered on the transaction
Due Date	The date the payment is due, based on the terms of the sale
Invoice #	The invoice number entered on the transaction
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Notes	Displays additional information entered on the transaction.
Original Amount in English	The amount of the sale including tax (but not including any payments that may have been applied). Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page #	The pages of the sale are counted; this field displays the number of the page.
PAID Stamp	The PAID Stamp can be printed on a closed invoice.
Payment Method	The payment method selected when entering a payment for the sale. This field won’t print if more than one payment has been applied to the sale.
Reference Date	The date of service for each line item entered on the transaction
Sale Status	The status of the sale at the time it is printed — Invoice, Order or Quote
Salesperson	The salesperson entered on the transaction
Shipping Date	The date entered in the Promised Date field on the transaction
Subtotal + tax	Includes the subtotal amount plus the tax on the subtotal
Subtotal	The total of the line item amounts on the sale — no tax included
Tax	The amount of tax charged for line items on the sale
Taxed	An X is printed if the Tx column was marked for a line item on the transaction
Terms	The terms that appear on the top of the transaction, next to the Terms zoom arrow
Total	The total amount of the line items plus tax. (Doesn’t reflect any payments that may have been applied.)
Transaction ID	The Transaction ID entered on the transaction using the Applied Payment Detail window
Web Pay URL	The url that will link to the Web Pay options.

Field name	Data that will print in this field
NOTE:  Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form.
*Inv/PO #*	The number of the transaction with an asterisk before and after it
Comment	The comment entered on the transaction
Cust PO #	The entry in the Customer PO # field on the transaction
Date	The date entered on the transaction
Invoice #	The invoice number entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The ship method entered on the transaction
Shipping Address	The shipping address entered on the transaction

Field name	Data that will print in this field
NOTE:  Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form.
*Inv/PO #*	The number of the transaction with an asterisk before and after it
Comment	The comment entered on the transaction
Cust PO #	The entry in the Customer PO # field on the transaction
Date	The date entered on the transaction
Invoice #	The invoice number entered on the transaction
# of items	The total number of items entered in the Shipped column of the sale
Notes	Displays additional information entered on the transaction.
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The ship method entered on the transaction
Shipping Address	The shipping address entered on the transaction

Field name	Data that will print in this field
NOTE:  Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form.
*Inv/PO #*	The number of the transaction with an asterisk before and after it
Comment	The comment entered on the transaction
Cust PO #	The entry in the Customer PO # field on the transaction
Date	The date entered on the transaction
Invoice #	The invoice number entered on the transaction
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Notes	Displays additional information entered on the transaction.
Ship Date	The date entered in the Promised Date field on the transaction

Field name	Data that will print in this field
NOTE:   More data fields are available to customize this form: • Supplemental fields from the Card Information window • Supplemental fields from the Company Information window • Supplemental fields from the Applied Payment Details window
*Inv/PO #*	The number of the transaction with an asterisk before and after it
Amount	The amount of each line item entered on the transaction.
Amount + tax	The amount of the line item plus the amount of tax for the line item
Applied	The total of the payments that have been applied to the sale.
Authorization Code	The authorization code entered on a credit card transaction using the Applied Payment Detail window
Balance	Amount of the sale including tax and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.
Category	The financial tracking category assigned to this sale
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Cust PO #	The entry in the Customer PO # field on the transaction
Date	The date entered on the transaction
Description	The description of each line item entered on the transaction
Due Date	The date the payment is due, based upon the terms of the sale
Freight	The freight amount entered on the sale.
Freight + tax	Includes the freight amount plus the Tax on the freight
Inc Freight	The charge including freight
Invoice #	The invoice number entered on the transaction
Job Description	The description of the job for which a job number appears for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Notes	Displays additional information entered on the transaction.
Original Amount in English	The amount of the sale including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Page #	The pages of the sale are counted; this field displays the number of the page.
Payment Method	The payment method selected when entering a payment for the sale. This field won’t print if more than one payment has been applied to the sale.
Referral Source	The referral source entered on the transaction
Sale Status	The status of the sale at the time it is printed — Invoice, Order or Quote
Salesperson	The salesperson entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The ship method entered on the transaction
Shipping Address	The shipping address entered on the transaction
Subtotal	The total of the line item amounts on the sale (no tax included)
Subtotal + tax	Includes the subtotal amount plus the tax on the subtotal
Tax	The amount of tax charged for line items and freight on the sale.
Tax Code—Freight	An X is printed if the freight entered on the sale is taxed
Taxed	An X is printed if the Tx column was marked for a line item on the transaction.
Terms	The terms that appear on the top of the transaction, next to the Terms zoom arrow
Total	The total of the line items plus tax and freight charges. (Doesn’t reflect any payments that may have been applied.)
None	The title of the form appears in this text field. You may edit this title like any other form text field.

Field name	Data that will print in this field
NOTE:  More data fields are available to customize this form: · Supplemental fields from the Applied Payment Details window · Supplemental fields from the Card Information window · Supplemental fields from the Company Information window · Supplemental fields from the Item Information window
*Inv/PO#*	The number of the transaction with an asterisk before and after it
# of Items	The total number of items entered in the Shipped column of the sale
Amount + tax	The amount of the line item plus the amount of tax for the line item
Amount	The amount of each line item entered on the transaction.
Applied	The total of the payments that have been applied to the sale.
Authorization Code	The authorization code entered on a credit card transaction using the Applied Payment Detail window
Balance	Amount of the sale, including tax and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.
Col	An X is printed if the terms for the sale are COD
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Cust PO #	The entry in the Customer PO # field on the transaction
Date	The date entered on the transaction
Description/Backordered Label	The description of each line item entered on the transaction. The text “Backordered” appears above the line items that are entered in the Backorder column.
Disc %	The discount entered in the Disc% column of the sale.
Due Date	The date the payment is due, based on the terms of the sale
Freight + tax	Includes the freight amount plus the tax on the freight
Freight	The freight amount entered on the sale.
Invoice #	The invoice number entered on the transaction
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Notes	Displays additional information entered on the transaction.
Original Amount in English	The amount of the sale including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Packing Item #	The item number that is recorded in the Item Information window and entered when the item is sold
Page #	The pages of the sale are counted; this field displays the number of the page.
Payment Method	The payment method selected when entering a payment for the sale. This field won’t print if more than one payment has been applied to the sale.
Ppd	An X is printed if the terms for the sale are Prepaid.
Price + tax	The price plus the tax on the price
Price	The amount entered in the Price column of the sale.
Qty/Units	The amount entered in the Ship or Backordered field on the sale
Sale Status	The status of the sale at the time it is printed — Invoice, Order or Quote
Salesperson	The name of the salesperson entered in the Salesperson field of the sale
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The ship method entered on the transaction
Shipping Address	The shipping address entered on the transaction
Subtotal + tax	Includes the subtotal amount plus the tax on the subtotal
Subtotal	The total of the line item amounts on the sale (no tax included).
Tax	The amount of tax charged for line items and freight on the sale
Taxed	An X is printed if the Tx column was marked for a line item on the transaction.
Terms	The terms that appear on the top of the transaction (next to the Terms zoom arrow)
Total	The total of the line items plus tax and freight charges. (Doesn’t reflect any payments that may have been applied.)
Total Qty/Units	The total number of items entered in the Shipped column of the sale
Transaction ID	The Transaction ID entered on the transaction using the Applied Payment Detail window
Unit	The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item
None	The title of the form appears in this text field. You may edit this title like any other form text field.

Field name	Data that will print in this field
NOTE:   More data fields are available to customize this form: · Supplemental fields from the Card Information window · Supplemental fields from the Company Information window · Supplemental fields from the Applied Payment Details window
*Inv/PO #*	The number of the transaction with an asterisk before and after it
Amount	The amount of each line item entered on the transaction.
Amount + tax	The amount of the line item plus the amount of tax for the line item
Applied	The total of the payments that have been applied to the sale
Balance	Amount of the sale including tax minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale
Category	The financial tracking category assigned to this sale
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Cust PO #	The entry in the Customer PO # field on the transaction
Date	The date entered on the transaction
Description	The description of each line item entered on the transaction
Due Date	The date the payment is due, based on the terms of the sale
Invoice #	The invoice number entered on the transaction
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Notes	Displays additional information entered on the transaction.
Original Amount in English	The amount of the sale including tax (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Page #	The pages of the sale are counted; this field displays the number of the page.
Payment Method	The payment method selected when entering a payment for the sale. This field won’t print if more than one payment has been applied to the sale.
Reference Date	The date of service for each line item entered on the transaction
Sale Status	The status of the sale at the time it is printed — Invoice, Order or Quote
Salesperson	The salesperson entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Subtotal	The total of the line item amounts on the sale — no tax included
Subtotal + tax	Includes the subtotal amount plus the tax on the subtotal
Tax	The amount of tax charged for line items on the sale
Taxed	An X is printed if the Tx column was marked for a line item on the transaction.
Terms	The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total	The total of the line items plus tax and freight charges. (Doesn’t reflect any payments that may have been applied.)
None	The title of the form appears in this text field. You may edit this title like any other form text field.

Field name	Data that will print in this field
NOTE:  Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form.
*Inv/PO #*	The number assigned to each sales transaction with an asterisk before and after it
“Amount Remitted”	None. The basic form layout provides only a text title here, allowing you to present this portion of the statement to your customer as a remittance stub. Your customer may enter a remittance amount on the horizontal line below this text.
1st Aging Period	The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window. If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 1st Period. For example, if “30 Days” is the entry in the Period 1 field, this entry is the title for amounts that are overdue 1 to 30 days. (Overdue amounts appear in the Period 1 data field.) If you selected Monthly Aging and Identify by Month Names, the name of the month previous to the current month is displayed; this entry represents the month in which the invoice became overdue. If you selected Monthly Aging and Identify by Month Numbers, the entry is 1 Month; this entry is the title for how many months the invoice is overdue.
2nd Aging Period	The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window. If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 2nd Period. For example, if “60 Days” is the entry in the Period 2 field, the entry is the title for amounts that are 31 to 60 days overdue. (Overdue amounts appear in the Period 2 data field.) If you selected Monthly Aging and Identify by Month Names, the name of the month that is two months previous to the current month is displayed; the entry represents the month in which the invoice became overdue. If you selected Monthly Aging and Identify by Month Numbers, the entry is 2 Months; this entry is the title for how many months the invoice is overdue.
3rd Aging Period	The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window. If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 3rd Period. For example, if “60+ Days” is the entry in the Period 3 field, the entry is the title for amounts that are overdue more than 60 days. (Overdue amounts appear in the Period 3 data field.) If you selected Monthly Aging and Identify by Month Names, the name of the month that is three months previous to the current month is displayed; the entry represents the period in which the invoice became overdue. If you selected Monthly Aging and Identify by Month Numbers, the entry is 2+Months; this entry is the title for how many months the invoice is overdue.
Balance Due	Amount of the sale including tax and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.
Billing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Charges	The amount that appears in the Total Amount field of each invoice
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Current Date	The date shown in your AccountEdge system; the date the statement is printed and on which any finance charges will be applied to an outstanding balance.
Current	The total of the balance due amounts that isn’t past the payment due date. The amount is calculated using the terms that appear in the Terms field of each invoice.
Cust PO #	The entry in the Customer PO # field on each transaction
Date	The date entered on each invoice and payment on the statement
Deposits Balance	The total amount of deposits available to be applied to this customer’s orders.
Finance Charges	The total finance charge made to this customer as of the date the statement is printed
Finance Charges—Label	Displays a title for the amount appearing in the Finance Charges data field.
ID#	Displays the number of each invoice and the number of each payment applied to the invoice.
Invoice #	The invoice number entered on the sale. (An invoice statement lists only invoices that are open.)
Memo	The memo entered on each invoice
Notes	Displays additional information entered on the transaction.
Page #	The pages of the statement are counted; this field displays the number on each page.
Payments—All Types	Displays all payments applied to each invoice, including credits, discounts and payments received.
Payments—Credits Applied	Displays all credits applied to each invoice.
Payments—Discounts Applied	Displays all discounts applied to each invoice.
Payments—Received Payments	Displays all payments received for each invoice.
Period 1	The total amount overdue in the 1st Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Aging Period, see that field’s information in this table.)
Period 2	The total amount overdue in the 2nd Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Aging Period, see that field’s information in this table.)
Period 3	The total amount overdue in the 3rd Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Aging Period, see that field’s information in this table.)
Statement Date	The date on which the statement was created.
Total Owed	The total amount due on the open invoices plus the amount of finance charges, if any. Finance charges are added to the amount due only if you’ve marked Add Finance Charges to Amount Due in the Advanced Filters window.
None	The title of the form appears in this text field. You may edit this title like any other form text field.

Field name	Data that will print in this field
NOTE:  Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form.
“Amount Remitted”	None. The basic form layout provides only a text title here, allowing you to present this portion of the statement to your customer as a remittance stub. Your customer may enter a remittance amount on the horizontal line below this text.
1st Aging Period	The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window. If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days that an invoice can be overdue for the 1st Period. For example, if “30 Days” is the entry in the Period 1 field, the entry is the label for amounts that are overdue 1 to 30 days. (Overdue amounts appear in the Period 1 data field.) If you selected Monthly Aging and Identify by Month Names, the name of the month previous to the current month is displayed; the entry represents the month in which the invoice became overdue. If you selected Monthly Aging and Identify by Month Numbers, the entry is 1 Month; this entry is the label for how many months the invoice is overdue.
2nd Aging Period	The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window. If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 2nd Period. For example, if “60 Days” is the entry in the Period 2 field, the entry is the label for amounts that are overdue 31 to 60 days. (Overdue amounts appear in the Period 2 data field.) If you selected Monthly Aging and Identify by Month Names, the name of the month that is two months previous to the current month is displayed; this entry represents the month in which the invoice became overdue. If you selected Monthly Aging and Identify by Month Numbers, the entry is 2 Months; this entry is the label for how many months the invoice is overdue.
3rd Aging Period	The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window. If you selected Daily Aging, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 3rd Period. For example, if “60+ Days” is the entry in the Period 3 field, the entry is the label for amounts that are overdue more than 60 days. (Overdue amounts appear in the Period 3 data field.) If you selected Monthly Aging and Identify by Month Names, the name of the month that is three months previous to the current month is displayed; this entry represents the period in which the invoice became overdue. If you selected Monthly Aging and Identify by Month Numbers, the entry is 2+Months; this entry is the label for how many months the invoice is overdue.
As Of Date	The first date on which charges in this statement were posted.
Balance	Amount of the sale including tax minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.
Balance	Amount of the sale including tax and freight charges minus any payments that have been applied. This is the amount that appears in the Balance Due field of each sale.
Balance	The balance carried forward for this customer, as of the “Activity From” date
Billing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Charges	The amount that appears in the Total Amount field of each invoice
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Current	The total balance due that isn’t past the payment due date. The amount is calculated using the terms that appear in the Terms field of each invoice.
Current Date	The date shown in your AccountEdge system for the date the statement is printed.
Date	The date entered on each invoice, order and payment
Deposits Balance	The total amount of deposits available for this customer’s orders.
Finance Charges	The total finance charge made to this customer as of the date the statement is printed
Finance Charges—Label	Displays a title for the amount appearing in the Finance Charges data field.
Memo	The memo entered on each invoice shown on the statement
Page #	The pages of the statement are counted; this field displays the number of each page.
Payment	The amount that appears in the Applied to Date field of each invoice
Period 1	The total amount overdue in the 1st Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Aging Period, see that field’s information in this table.)
Period 2	The total amount overdue in the 2nd Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Aging Period, see that field’s information in this table.)
Period 3	The total amount overdue in the 3rd Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Aging Period, see that field’s information in this table.)
Ref. #	The number entered on each invoice, order and payment .
To Date	The date shown in your AccountEdge system; this is the date on which finance charges (if any) are applied to any outstanding balance
Total Owed	The total amount due on all charges plus the amount of finance charges, if any. Finance charges are added to the amount due only if you’ve marked Add Finance Charges to Amount Due in the window.
Total Owed	The total amount due on all charges plus the amount of finance charges, if any. Finance charges are added to the amount due only if you’ve marked Add Finance Charges to Amount Due in the Advanced Filters window.
None	The title of the form appears in this text field. You may edit this title like any other form text field.

Field name	Data that will print in this field
NOTE:  Supplemental fields from the Card Information window are also available to customize this form.
First Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Name	The name entered in the Name field of the Card Information window — Profile view

Field name	Data that will print in this field
NOTE:  Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available on this form.
Allocation Amount	The allocation amount entered on the transaction
Amount in English	The amount received in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Amount in Numeric	The amount received with the full currency name.
Amount Received	The amount received — numeric
Authorization Code	The authorization code displayed in the Processed Receipt window.
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Date	The date the receipt is printed.
ID Number	The AccountEdge transaction ID assigned to the payment transaction
Memo	The memo entered in the Journal Memo field of the transaction
Name on Card	Information displayed in the Process Receipt window
Original Amount	Amount of the sale including tax and freight charges.
Payment Method	The payment method selected when entering a payment.
Payment Method Number	The number that is entered in the Applied Payment Detail window for a credit card payment method.
Payor	The name and address of the contact who made the payment, as entered on the Card Information window — Profile view
Transaction Type	The type of transaction entered: Sale, Void or Credit

Field name	Data that will print in this field
NOTE:  Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form.
Allocation Amount	The allocation amount entered on the transaction
Amount in English	The amount received in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Amount in Numeric	The amount received with the full currency name.
Amount Received	Information displayed in the Process Receipt window
CC Authorization Code	The authorization code displayed in the Processed Receipt window.
CC Receipt Trace ID	The transaction ID displayed in the Process Receipt window
CC Receipt Type	Sale (a payment is received from a customer) Void (a sale or credit is canceled before settling) Credit (a payment is credited to a customer)
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Company Reg. Number	The company number entered in the Company Information window
Credit Card Number	Information displayed in the Process Receipt window
Date	The date the payment was received
CC Expiration Date	Information displayed in the Process Receipt window.
ID Number	The AccountEdge ID assigned to the payment transaction
Invoice #/Acct #	The invoice number entered on the transaction
Invoice Date/Acct. Name	The invoice date entered on the transaction
Memo	The memo entered in the Journal Memo field of the transaction
Name on Card	Information in the Process Receipt or Applied Payment Details window
Original Amount	Amount of the sale including tax and freight charges
Payment Method Number	Card or check information in the Applied Payment Details window
Payment Method	Information in the Process Receipt or Receive Payments window
Payor	The name and address of the contact who made the payment, as entered on the Card Information window — Profile view
None	None. The basic form layout provides only a text title here. Your customers may sign the receipt on the printed line.

Field name(s)	Data that will print in each field	Can be added to
Authorization Code	The authorization code entered on a credit card transaction, from the Applied Payment Details window	Invoice—Service Invoice—Professional
Card Number	The card number entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale. The number will be masked; all but the last 4 or 5 digits of the card number (depending on the card type) will be printed. An X will print in place of all other digits.	All invoices Packing Slip—Service Packing Slip—Item Packing Slip—Professional
Check Number	The check number entered in the Applied Payment Details window when entering a check payment for the sale. This field won’t print if more than one payment has been applied to the sale.	All invoices Packing Slip—Service Packing Slip—Item Packing Slip—Professional
Expiration Date	The expiration date entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.	All invoices Packing Slip—Service Packing Slip—Item Packing Slip—Professional
Name on Card	The name on the card entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.	All invoices Packing Slip—Service Packing Slip—Item Packing Slip—Professional
Payment Notes	The entry in the Notes field of the Applied Payment Details window when a payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.	All invoices Packing Slip—Service Packing Slip—Item Packing Slip—Professional

Field name(s)	Data that will print in each field	Can be added to
Addr2—Contact Addr3—Contact Addr4—Contact Addr5—Contact	The name of each contact entered for the Address 2 — Address 5 Locations shown in the Card Information window—Profile view	All Sales Forms Mailing Labels Payment Receipts
Addr2—Country Addr3—Country Addr4—Country Addr5—Country	The entry in each Country field for the Address 2—Address 5 locations (if any) in the Card Information window. This information will print only if a card has been entered on the transaction.	All Sales Forms Check Layout Mailing Labels Payment Receipts Credit Card Receipts
Addr2—Email Addr3—Email Addr4—Email Addr5—Email	The email addresses entered on the Card Information window — Profile view for the Address 2—Address 5 locations	All Sales Forms Mailing Labels
Addr2—Fax Addr3—Fax Addr4—Fax Addr5—Fax	The fax numbers entered for the Address 2 — Address 5 locations on the Card Information window—Profile view	All Sales Forms Mailing Labels
Addr2—Phone1 Addr2—Phone2 Addr2—Phone3	The #1 — #3 phone numbers entered on the Card Information window — Profile view for the Address 2 Location	All Sales Forms Mailing Labels
Addr2—Salutation Addr3—Salutation Addr4—Salutation Addr5—Salutation	The names or titles entered in each Salutation field for the Address 2 — Address 5 locations shown in the Card Information window — Profile view	All Sales Forms Mailing Labels
Addr2—WWW Addr3—WWW Addr4—WWW Addr5—WWW	The World Wide Web addresses entered for the Address 2 — Address 5 locations on the Card Information window — Profile view	All Sales Forms Mailing Labels
Addr3—Phone1 Addr3—Phone2 Addr3—Phone3	The #1 — #3 phone number entered on the Card Information window — Profile view for the Address 3 Location	All Sales Forms Mailing Labels
Addr4—Phone1 Addr4—Phone2 Addr4—Phone3	The #1 — #3 phone numbers entered on the Card Information window — Profile view for the Address 4 Location	All Sales Forms Mailing Labels
Addr5—Phone1 Addr5—Phone2 Addr5—Phone3	The #1 — #3 phone numbers entered on the Card Information window — Profile view for the Address 5 Location	All Sales Forms Mailing Labels
Address 2 Address 3 Address 4 Address 5	The street addresses entered on the Card Information window — Profile view for the Address 2 — Address 5 locations	All Sales Forms Mailing Labels
Card Custom Field 1 Card Custom Field 2 Card Custom Field 3	The entry(ies) in the Custom Field #1—Custom Field # 3 fields of the Card Information window. This information will print only if a card has been entered on the transaction.	All Sales Forms Mailing Labels Check Layout Payment Receipts Credit Card Receipts
Card Custom List 1 Card Custom List 2 Card Custom List 3	The entry(ies) in the Custom List #1—Custom List #3 fields of the Card Information window. This information will print only if a card has been entered on the transaction.	All Sales Forms Mailing Labels Check Layout Payment Receipts Credit Card Receipts
Card ID	The Card ID from the Card Information window. This information will print only if a card has been entered on the transaction.	All Sales Forms Mailing Labels Check Layout Payment Receipts Credit Card Receipts
Contact Name	The name of the contact entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms Mailing Labels Check Layout Payment Receipts Credit Card Receipts
Country	The entry in the Country field for Address 1 in the Card Information window	All Sales Forms Mailing Labels Check Layout Payment Receipts
Email	The email address entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms
Fax #	The fax number entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view	All Sales Forms (Supplemental on Serviceand Item labels only)
Notes from Card	Entry in the Notes field on the Card Details tab of the Card Information window	Check Layout All Sales Forms Payment Receipts
Phone #1 Phone #2 Phone #3	The #1 — #3 phone numbers entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms Mailing Labels Check Layout Payment Receipts
Salutation	The name or title entered in the Salutation field on the Card Information window — Profile view for the Address 1 Location.	All Sales Forms
Second Address	The address entered for the Address 2: Ship To selection of the Location field in the Card Information window — Profile view	Mailing Labels
Tax ID Number	The Tax ID number for this customer or vendor, as entered in the Card Information window — Selling Details view (for customers), or the Buying Details view (for vendors).	Sales Forms: All Invoices All Packing Slips Statements—Invoice Statements—Activity
WWW	The World Wide Web address entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms Mailing Labels

Field name(s)	Data that will print in each field	Can be added to
Company Address	The company address entered in the Company Information window.	Check Layout All Shipping Labels All invoices All packing slips
Company Email	The email address entered in the Company Information window	Check Layout All Sales Forms
Company Fax	The fax number entered in the Company Information window	Check Layout All Sales Forms
Company Name	The company name entered in the Company Information window.	Check Layout All Shipping Labels All Invoices All Packing Slips
Company Phone	The company phone number entered in the Company Information window	Check Layout All Sales Forms
Federal Tax ID #	The federal tax ID entered in the Company Information window	All Forms (except sales labels and Mailing Labels)
State Tax ID #	The state tax ID entered in the Company Information window	All Checks and Stubs All Sales Forms Credit Card Receipts

Field name(s)	Data that will print in each field	Can be added to
Item Custom Field 1 Item Custom Field 2 Item Custom Field 3	The entries in the Custom Field #1 — Custom Field #3 fields of the Item Information window — Item Details view	Invoice—Item Packing Slip—Item
Item Custom List 1 Item Custom List 2 Item Custom List 3	The entries in the Custom List #1 — Custom List #3 fields of the Item Information window	Invoice—Item Packing Slip—Item
Item Description	The description of the item as entered in the Item Information window — Item Details view.	Invoice—Item Packing Slip—Item