Form fields

Cheque Layout

 

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
Cheque Amount	The amount entered on the transaction in numeric form
Cheque Number	The cheque 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

note : Some fields may not be available on some versions of the form layout

 

Stub Layout—Regular

 

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
Category	The financial tracking category assigned to the transaction associated with this cheque
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

note : Some fields may not be available on some versions of the form layout

 

Stub Layout—Payable

 

Field name	Data that will print in this field
NOTES: If you choose the Laser Cheque form, these fields appear twice — once for each stub. Supplemental fields from the Company Information window can also be used to customize this form.
Allocation Amount	The amount entered in the Amount Applied field in the Pay Bills window
Category	The financial tracking category assigned to the transaction associated with this cheque
Cheque Amount	The amount displayed in the Amount field of the Pay Bills window in numeric form
Cheque Number	Cheque number entered in the Pay Bills window
Date	Date entered in the Pay Bills window
Invoice Date	The date entered in the Date field on the purchase
Invoice Debit Memos	The total of any debit memos posted against this bill
Invoice Debit Memos With Label	The total of any debit memos posted against this bill with the label “DM”
Invoice Discounts	The total discounts that have been applied to this bill
Invoice Discounts With Label	The total discounts that have been applied to this bill with the label “DISC”
Invoice Payments	The total payments that have been applied to pay this bill
Invoice Total Amount	The original value of the bill
Invoice Total Debits	The total of payments and debit memos posted against this bill
Memo	The memo entered in the Journal Memo field of the Pay Bills window
Payee	The information entered or selected in the Payee field in the Pay Bills window
PO #	The entry in the Purchase # field on the bill
PO # With Label	The entry in the Purchase # field on the bill with the label “Purchase”.
Vendor’s #	The entry in the Vendor Inv # field on the bill
Vendor’s # With Label	The entry in the Vendor Inv # field on the bill with the label “Invoice #”

note : Some fields may not be available on some versions of the form layout

 

Stub Layout—Refund

 

Field name	Data that will print in this field
NOTE:  If you choose the Laser Cheque 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 cheque
Cheque Amount	The amount displayed in the Amount field in the Settle Returns and Credits window in numeric form
Cheque Number	Cheque 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

note : Some fields may not be available on some versions of the form layout

 

Stub Layout—Paycheque

 

Field name	Data that will print in this field
NOTES:  If you choose the Laser Cheque form, these fields appear twice — once for each stub. Supplemental fields from the Applied Payment Details window can also be used to customize this form.
ABA Routing Number	The American Bankers Association (ABA) number assigned to the bank where your payroll account is located. (Also known as Routing Tranis Number or ABA number.)
Amount	Amount applicable to allocation line
Category	The financial tracking category assigned to this paycheque transaction
Cheque Amount	Amount in the Net Pay field in the Pay Employee transaction
Cheque Number	The number assigned to this cheque in the Pay Employee transaction
Date	The Payment Date from the Pay Employee transaction
Deduction Amount	Lists the deduction amounts for each category — shown as positive numbers
Employee Name	From the Card Information window for this employee
Hours	For employees paid by the hour, the number of hours applicable to each allocation line
Memo	The memo entered in the Journal Memo field of the transaction
Payroll Category	The payroll categories applicable to each allocation line. Only those categories with an amount for this paycheque or an amount in the YTD (year-to-date) column will print.
Rate	The rate (if any) applicable to each allocation line
Social Security #	From Employee Payroll Information window
Payroll Category	Type of payroll category — Wages, Deductions, Accruals, Taxes, Employer Expenses
Wages Amount	The total amount of wages applied to each payroll category
YTD Amount	The sum of the Pay History amounts applied to each category listed on the paycheque. For accruals, the amount includes YTD and carry-over amounts. Note: The category must be included on the paycheque or the YTD amount will not appear.
Gross Wages	Total gross wages for the check whose stub is being printed
Gross Wages YTD	Total gross wages for the current payroll year

note : Some fields may not be available on some versions of the form layout

 

Invoice—Service

 

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.
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
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
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.
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.
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 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

note : Some fields may not be available on some versions of the form layout

 

Invoice—Item

 

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
Category	The financial tracking category assigned to the transaction associated with this invoice
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
Location ID	The ID of the location entered on a line item
Location Name	The name of the location entered on 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.
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.
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
Qty/Units	The amount entered in the Ship or Backordered field on 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 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

note : Some fields may not be available on some versions of the form layout

 

Invoice—Professional

 

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.
Category	The financial tracking category assigned to the transaction associated with this invoice
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
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.
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
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
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

note : Some fields may not be available on some versions of the form layout

 

Invoice—Time Billing

 

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 + 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, that is, the amount that appears in the Balance Due field of the sale. When the preference I include Items on Time Billing Invoices is marked, freight can be included on the Time Billing invoice layout, and the data in this field will include any freight charges entered.
Category	The financial tracking category assigned to the transaction associated with this invoice
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 Notes field for each activity 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. When the preference I include Items on Time Billing Invoices is marked, this field appears on the Time Billing invoice layout.
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
Location ID	The ID of the location entered on a line item
Location Name	The name of the location entered on 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 Activity #	Activity number from the Activity Information window — Profile view or the Item number from the Item Information window — Profile view. When the preference I include Items on Time Billing Invoices is marked, item numbers can appear in this field.
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.
Price	The amount entered in the Price column of the sale
Qty/Units	The amount entered in the Hours/Units field on the sale
Reference Date	The date of service for each line item entered on the transaction
Referral Source	The referral source 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. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout.
Shipping Address	The shipping address entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout.
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
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.) When the preference I include Items on Time Billing Invoices is marked, freight can be entered on the Time Billing invoice layout, and this total will include any freight charges entered.
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 Unit of Measurements field of the Activity Information window

note : Some fields may not be available on some versions of the form layout

 

Labels—Service

 

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

note : Some fields may not be available on some versions of the form layout

 

Labels—Item

 

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
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

note : Some fields may not be available on some versions of the form layout

 

Labels—Professional

 

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
Ship Date	The date entered in the Promised Date field on the transaction

note : Some fields may not be available on some versions of the form layout

 

Labels—Time Billing

 

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
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
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

note : Some fields may not be available on some versions of the form layout

 

Packing Slip—Service

 

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
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.

note : Some fields may not be available on some versions of the form layout

 

Packing Slip—Item

 

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.
Category	The financial tracking category assigned to this 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
Location ID	The ID of the location entered for a line item.
Location Name	The name of the location whose ID is entered on 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
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
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 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.

note : Some fields may not be available on some versions of the form layout

 

Packing Slip—Professional

 

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
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
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
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.

note : Some fields may not be available on some versions of the form layout

 

Payment Notification—Pay Bills

 

Field name	Data that will print in this field
NOTE:   More data fields are available to customize this form: · Supplemental fields from the Company Information window
Category	The financial tracking category assigned to this sale
Cheque Amount	The amount entered on the transaction in numeric form
Cheque Number	The cheque number 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
Finance Charges	The total amount of the finance charge from each invoice within the Pay Bills transaction
Finance Charges—Label	The finance charge label for the invoice field within the Pay Bills transaction
Memo	The memo entered in the Journal Memo field of the transaction
Page #	The pages of the transaction are counted; this field displays the number of the page.
Payee	The name and address of the selected vendor, as entered in the vendor card.
Account Name	The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Account #	The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Allocation Amount	The allocation amount entered on the transaction
Invoice Debit Memos	The total of any debit memos posted against this bill
Invoice Discounts	The total discounts that have been applied to this bill
Invoice Payments	The total payments that have been applied to pay this bill
Invoice Total Amount	The original value of the bill
Invoice Total Debits	The total of payments and debit memos posted against this bill

note : Some fields may not be available on some versions of the form layout

 

Payment Notification—Spend Money

 

Field name	Data that will print in this field
NOTE:   More data fields are available to customize this form: · Supplemental fields from the Company Information window
Category	The financial tracking category assigned to this sale
Cheque Amount	The amount entered on the transaction in numeric form
Cheque Number	The cheque number 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
Memo	The memo entered in the Journal Memo field of the transaction
Page #	The pages of the transaction are counted; this field displays the number of the page.
Payee	The name and address of the selected vendor, as entered in the vendor card.
Payment Date	The date entered Payment Date field on the transaction
Account Name	The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Account #	The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Allocation Amount	The allocation amount entered on the transaction
Allocation Memo	The allocation memo entered on the transaction

note : Some fields may not be available on some versions of the form layout

 

Payment Notification—Credit Refund

 

Field name	Data that will print in this field
NOTE:   More data fields are available to customize this form: · Supplemental fields from the Company Information window
Category	The financial tracking category assigned to this sale
Cheque Amount	The amount entered on the transaction in numeric form
Cheque Number	The cheque number 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
Memo	The memo entered in the Journal Memo field of the transaction
Page #	The pages of the transaction are counted; this field displays the number of the page.
Payee	The name and address of the selected vendor, as entered in the vendor card.
Payment Date	The date entered Payment Date field on the transaction
Federal Tax ID	Federal Tax ID
State Tax ID	The State Tax ID from the Company Information window
Account Name	The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Account #	The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Allocation Amount	The allocation amount entered on the transaction
Allocation Memo	The allocation memo entered on the transaction

note : Some fields may not be available on some versions of the form layout

 

Statements—Invoice

 

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
Currency Symbol	The symbol for the currency entered in the Company Information window — Profile view — for the customer. (To view the currency symbol that will appear, see the Currency 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
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.

note : Some fields may not be available on some versions of the form layout

 

Statements—Activity

 

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
Currency Symbol	The symbol of the currency entered in the Company Information window — Profile view for this customer. (To view the currency symbol that will appear, see the Currency Information window for that currency.)
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.

note : Some fields may not be available on some versions of the form layout

 

Mailing Labels

 

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

note : Some fields may not be available on some versions of the form layout

 

Purchase Order—Service

 

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
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 this purchase
Balance	Amount of purchase 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 purchase.
Category	The financial tracking category assigned to this purchase
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
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 purchase
Freight	The freight amount entered on the transaction
Freight + tax	Includes the freight amount plus the tax on the freight
Freight	The freight amount entered on the transaction
Freight + tax	Includes the freight amount plus the Tax on the freight
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
Original Amount in English	The amount of the purchase 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 purchase are counted; this field displays the number of the page
Purchase #	The purchase number entered on the transaction
Purchase Status	The status of the purchase at the time it is printed — Bill, Order or Quote
Shipping Address	The shipping address 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
Subtotal	The total of the line item amounts on the purchase (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 purchase
Tax Code—Freight	An X is printed if the freight entered on the transaction 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.
Vend Inv #	The entry in the Vendor Inv # field on the transaction

note : Some fields may not be available on some versions of the form layout

 

Purchase Order—Item

 

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 Item 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 the tax for the line item
Applied	The total of the payments that have been applied to the purchase
Balance	Amount of the purchase 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 purchase.
Category	The financial tracking category assigned to this purchase
Col	An X is printed if the terms for the purchase 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
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 purchase
Due Date	The date the payment is due, based upon the terms of the purchase
Freight	The freight amount entered on the transaction
Freight + tax	Includes the freight amount plus the Tax on the freight
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
Location ID	The ID of the location entered on a line item
Location Name	The name of the location entered on 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 purchase, which is the number for the item entered in the Item Information window
Original Amount in English	The amount of the purchase including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page #	The pages of the purchase are counted; this field displays the number of the page.
Ppd	An X is printed if the terms for the purchase are Prepaid.
Price	The amount entered in the Price column of the purchase
Price + tax	The price plus the tax on the price
Purchase #	The purchase number entered on the transaction
Purchase Status	The status of the purchase at the time it is printed — Bill, Order or Quote
Qty/Units	The amount entered in the Received or Backordered field on the purchase
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 purchase (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 purchase
Tax Code—Freight	An X is printed if the freight entered on the purchase 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.)
Total Qty/Units	The total of all amounts in the Qty/Units column
Unit	The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item
Vendor’s Item #	The number entered in the Vendor Item Number field found in the Buying Details view of the Item Information window
Vend Inv #	The entry in the Vendor Inv # field on the transaction
None	You may add another text field below this heading to display the name of the salesperson responsible for this purchase.

note : Some fields may not be available on some versions of the form layout

 

Purchase Order—Professional

 

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 to customize this form.
*Inv/PO #*	The number of the transaction with an asterisk before and after it
Amount + tax	Includes the amount of the line item plus the amount of the 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 purchase
Balance	Amount of the purchase including tax minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase.
Category	The financial tracking category assigned to this purchase
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
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 purchase
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
Original Amount in English	The amount of the purchase including tax (but not including any payments that may have been applied). Amounts up to and including 99,999.99 will print in words; larger amounts will print in numeric form.
Page #	The pages of the purchase are counted; this field displays the number of the page.
Purchase #	The purchase number entered on the transaction
Purchase Status	The status of the purchase at the time it is printed — Bill, Order or Quote
Reference Date	The date of service for each line item 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 purchase (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 purchase
Tax Code—Freight	An X is printed if the freight entered on the purchase 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 amount of the line items plus tax. (Doesn’t reflect any payments that may have been applied.)

note : Some fields may not be available on some versions of the form layout

 

Data fields on Form W-2

The following fields appear on the W-2 form. The federal government requires that certain fields must be completed on all W-2s. These fields are designated “Required” in the table below. Entries are required in “Optional” fields only for special reporting purposes.

For more information about preparing and filing this form, consult your accountant or visit the Internal Revenue Service website.

 

Field name	Data that will print in this field	Required/Optional entry
a. Control number	The Control No. (if any) entered on the Set Up W-2s window. NOTE: This number cannot exceed 19 characters.	Optional
b. Employer identification number: Federal Tax ID #	The Federal Tax ID (EIN) entered in the Company Information window	Required
c. Employer’s name, address and ZIP code: Employer’s Name & Address	The Company Name and Address information entered in the Company Information window	Required
d. Employee’s social security number	The employee’s Social Security number, as entered in the Payroll Information window	Required
e. and f. Employee’s name and address: First Name and Last Name only; no address field	The employee’s name and address information, as entered in the Card Information window	Required
1. Wages, tips, other compensation	The total taxable wages (including any tips) paid to this employee	Required
2. Federal income tax withheld	The total federal income tax withheld from this employee’s wages	Required
3. Social security wages	The total wages from which Social Security tax was withheld for this employee	Required
4. Social security tax withheld	The total amount of Social Security tax withheld from this employee’s wages	Required
5. Medicare wages and tips	The total wages from which Medicare tax was withheld (this amount includes any applicable tips.)	Required
6. Medicare tax withheld	The total amount of Medicare tax withheld from this employee’s wages	Required
7. Social security tips	The total amount of tip income from which Social security tax was withheld for this employee	Required if applicable
8. Allocated tips	The total amount of tips allocated for this employee; calculated from paycheque entries.	Required if applicable
9. Advance EIC payment	The amount of any Advance Earned Income Credit paid to this employee, if any; calculated from your payroll entries	Required if applicable
10. Dependent care benefits	Amount of any pre-tax deductions by this employee for dependent care expenses	Required if applicable
11. Nonqualified plans	Amount distributed to this employee from a nonqualified deferred compensation plan	Required if applicable
12a. (Box 12, Line 1 $ amt.)	The amount (if any) specified for Line 1 of Box 12 on the Set Up W-2s window	Required if applicable
12a. (Box 12, Line 1 Code)	The code for the type of deduction or payment, if an entry was specified for Line 1 of Box 12 on the Set Up W-2s window	Required if applicable
12b. (Box 12, Line 2 $ amt.)	The amount (if any) specified for Line 2 of Box 12 on the Set Up W-2s window	Required if applicable
12b. (Box 12, Line 2 Code)	The code for the type of deduction or payment, if an entry was specified for Line 2 of Box 12 on the Set Up W-2s window	Required if applicable
12c. (Box 12, Line 3 $ amt.)	The amount (if any) specified for Line 3 of Box 12 on the Set Up W-2s window	Required if applicable
12c. (Box 12, Line 3 Code)	The code for the type of deduction or payment, if an entry was specified for Line 3 of Box 12 on the Set Up W-2s window	Required if applicable
12d. (Box 12, Line 4 $ amt.)	The amount of the deduction (if any) specified for Line 4 of Box 12 on the Set Up W-2s window	Required if applicable
12d. Box 12, Line 4 Code	The code for the type of deduction or payment, if an entry was specified for Line 4 of Box 12 on the Set Up W-2s window	Required if applicable
13. (Checkboxes) Statutory employee Retirement plan Third-party sick pay	These boxes are checked automatically if you have designated the employee as any of the following: — statutory — a participant in a qualified retirement plan — a recipient of third-party sick pay.	Required if applicable
14. Other (Box 14, Lines 1—4: $ amts. and codes)	The amounts (if any) specified for Lines 1—4 of Box 14 on the Set Up W-2s window The code for the type of deduction or payment, if an entry was specified for Line 1 of Box 14 on the Set Up W-2s window	Required if applicable
15. State Code and Employer’s state I.D. number	The two-letter State Code and Payroll Tax ID Number entered on the General Payroll Information window	Required if applicable
16. State wages, tips, etc. (two lines)	The total wages from which state income taxes were withheld for this employee	Required if applicable
17. State income tax (two lines)	The total state income tax that was withheld for this employee	Required if applicable
18. Local wages, tips, etc.	The total wages from which local income taxes were withheld for this employee	Required
19. Local income tax	The total local income tax that was withheld for this employee	Required
20. Locality name	The name of the locality for which local income taxes were withheld, as entered on the Employee Payroll Information window	Required if applicable

 

Data fields on Form W-3

The following fields appear on Form W-3. The Federal government requires that certain data must appear in fields on all W-3s. These entries are designated “Required” in the table below. Entries in “Optional” fields are required only for special reporting purposes. For more information about preparing and filing this form, consult your accountant or visit the Internal Revenue Service website.

 

Field name	Data that will print in this field	Required/Optional entry
a. Control number: Control #	The optional Control No. entered on the Set Up W-3 window. NOTE: This number cannot exceed 19 characters.	Optional
b. Kind of Payer (seven checkboxes)	An X automatically appears in the appropriate box to indicate which type of W-2 you are submitting with this W-3. The W-2 type is determined by the kind of form you use to submit payroll taxes. Choices are: 941, Military, 943, CT-1, Hshld. emp., Medicare govt. emp., Third-party sick pay Only one box can be marked unless the second marked box is “Third-party sick pay.” If you have more than type of W-2, you must file each type with a separate Form W-3.	Required OS9: An X automatically appears in this box to indicate that you file Form 941.
c. Total Number of Forms W-2	The number of W-2 forms summarized on this Form W-3	Required
d. Establishment number	The code number (if any) for the business establishment reported on this W-3; derived from the entry on the Set Up W-3 Forms window. NOTE: You may file a separate W-3 for each establishment in your business, even if they all have the same EIN.	Optional
e. Employer identification number: Federal Tax ID #	The Federal Tax ID (EIN) entered in the Company Information window. NOTE: Changing the Employer ID # entry on the Set Up W-2s window will change the Federal Tax ID in the Company Information window.	Required
f. Employer’s name: Company Name	The company name entered in the Company Information window	Required
g. Employer’s address and ZIP code: Company Address	The company address entered in the Company Information window	Required
h. Other EIN Used This Year	If your company used a different Employee Identification Number (including the EIN of a previous business owner) during this payroll year, it will appear here (as entered on the Set Up W-3 window).	Optional
1. Wages, tips, other compensation	The total amount of wages, tips and other compensation in this payroll year for all employees whose W-2s are covered by this W-3	Required
2. Federal income tax withheld	The total amount of federal income tax withheld from wages, as reported on W-2s for all employees designated for this W-3	Required
3. Social Security wages	The total amount of wages from which Social Security tax was withheld for all employees represented on this W-3	Required
4. Social Security tax withheld	The total amount of Social Security tax withheld from all employee compensation represented by this W-3	Required
5. Medicare wages and tips	The total amount of wages from which Medicare tax was withheld during this payroll year	Required
6. Medicare tax withheld	The total amount of Medicare tax withheld from all employees designated for this W-3 in the Review W-3 Before Printing window	Required
7. Social security tips	The total amount of tip income from which Social security tax was withheld for all employees represented on this W-3.	Required if applicable
8. Allocated tips	The aggregate amount of allocated tips entered for all employees represented by this W-3	Required if applicable
9. Advance EIC payments	The aggregate amount of advance EIC payments made to all employees represented on this W-3.	Required if applicable
10. Dependent care benefits	Aggregate amount of any pre-tax deductions for dependent care expenses, for all employees designated for this W-3.	Required if applicable
11. Nonqualified plans	Aggregate amount paid to all employees represented on this W-3 from nonqualified deferred compensation plans	Required if applicable
12. Deferred compensation	Total amount of deferred compensation (W-2 codes D—H and S) paid to employees, as determined by designations on individual W-2s	Required if applicable
13. For Third-Party Sick Pay use only: Third-Party Sick Pay Recap	If you are filing Forms W-2 and W-3 to recap employees’ third-party sick pay information, this box must state “Third-Party Sick Pay Recap.”	Required if applicable
14. Income tax withheld by payer of third-party sick pay	Total amount of tax withheld by the payer of third-party sick pay, as determined by designations on individual W-2s covered by this W-3.	Required if applicable
15. Employer’s state ID number State (code): State	“Code” is the two-letter state abbreviation entered in the General Payroll Information window. If you’re reporting taxes for more than one state, “X” should appear here. “ID number” is the state employer ID entered in the Company Information window. If you’re reporting taxes for more than one state, leave this field blank.	State code: Optional State ID: Required if applicable
16. State wages, tips, etc.	The aggregate wages, tips and other compensation from which state income taxes were withheld for employees represented on this W-3	Required
17. State income tax	The total amount of state income tax withheld from wages, as reported on W-2s for all employees represented on this W-3	Required
18. Local wages, tips, etc.	The aggregate wages, tips and other compensation from which local income taxes were withheld for employees represented on this W-3	Required if applicable
19. Local income tax	The aggregate local income tax withheld for all employees represented on this W-3	Required if applicable
Contact person	The contact person (if any) designated on the Set Up W-3 window	Optional
Telephone number: Telephone area code and Telephone number	The telephone number (if any) entered on the Set Up W-3 window	Optional
Email Address	The email address (if any) entered on the Set Up W-3 window	Optional
Fax number: Fax area code and Fax number	The fax number (if any) entered on the Set Up W-3 window	Optional

 

Data fields on Form 1099

The Federal government requires that certain fields must appear on all Form 1099s. All of these required fields appear in the basic form layout, and are designated “Required” in the table below. “Optional” fields are required only for special reporting purposes.

For more information about preparing and filing this form, visit the Internal Revenue Service website.

 

Field name	Data that will print in this field	Required/Optional
NOTE:  Supplemental fields from the Card Information window can also be used to customize this form.
Attorney Fees	Amount of any fees paid to an attorney that are included this vendor’s 1099 payments (as indicated on the 1099 Vendor Information window)	Required field
City, State, ZIP	The vendor’s city, state and ZIP code, as entered on the Card Information window — Profile view	Required field
Company Phone	Your company telephone number, as entered in the Set Up 1099s and 1096 window	Required field
Crop insurance	The total amount of crop insurance payments made to this vendor; derived from the 1099 Vendor Information window	Required field
Employer’s Name & Address	Your company name and address, as entered in the Set Up 1099s and 1096 window	Required field
Excess Parachute	The amount of any Excess Golden Parachute payment, as indicated on the 1099 Vendor Information window	Required field
Federal Tax ID #	The Federal Tax ID that appears in the Set Up 1099s and 1096 window. NOTE: Changing the Employer ID # entry on the Set Up 1099s and 1096 window will change the Federal Tax ID in the Company Information window.	Required field
Federal tax	The total amount of federal tax (if any) withheld from income paid to this vendor	Required field
Fishing Proceeds	The total paid to this vendor as fishing proceeds	Required field
Medical & Health Care	The total paid to this vendor for medical and health care services	Required field
Name	The vendor’s name, as entered on the Card Information window — Profile view	Required field
Nonemployee Comp.	The total amount of non-employee compensation paid to this vendor; derived from the 1099 Vendor Information window	Required field
Other income	The total income paid to this vendor that is not included in other income categories on the 1099	Required field
Rents	The total rental fees paid to this vendor	Required field
Resale checkbox	Displays an X if the Box 9: Resale checkbox was checked in the 1099 Vendor Information window	Required field
Royalties	The total royalties paid to this vendor	Required field
State Income	The amount of income from which state taxes were withheld, as shown on line 18a of the 1099 Vendor Information window	Required field
State Income	The amount of income from which state taxes were withheld, as shown on line 18b of the 1099 Vendor Information window	Required field
State Tax Withheld	The amount of any state income tax that was withheld from payments made to this vendor; derived from the entry for line 16a of the 1099 Vendor Information window	Required field
State Tax Withheld	The amount of any state income tax that was withheld from payments made to this vendor; derived from the entry for line 16b of the 1099 Vendor Information window	Required field
State/Payer’s #	If line 16a shows that state tax was withheld, displays the company’s state tax ID, as shown on line 17a of the 1099 Vendor Information window	Required field
State/Payer’s #	If line 16b shows that state tax was withheld, displays the company’s state tax ID, as shown on line 17b of the 1099 Vendor Information window	Required field
Street address	The vendor’s street address, as entered on the Card Information window — Profile view	Required field
Substitute payments	The total amount of substitute payments made to this vendor in lieu of dividends or interest; derived from the 1099 Vendor Information window.	Required field
Tax ID Number	The vendor’s Federal Tax ID, as entered on the 1099 Vendor Information window	Required field
X if 2nd TIN checkbox	Displays an X if the 2nd TIN checkbox was checked in the 1099 Vendor Information window	Required field
X if Corrected	If a 1099 is designated as “Corrected” on the 1099 Vendor Information window, an X appears in this checkbox.	Required field
X if Void	If a 1099 is designated as “Void” on the 1099 Vendor Information window, an X appears in this checkbox.	Required field

 

Data fields on Form 1096

The Federal government requires that certain fields must appear on Form 1096. All of these required fields appear in the basic form layout, and are designated “Required” in the table below. “Optional” fields are required only for special reporting purposes.

For more information about preparing and filing this form, visit the Internal Revenue Service website.

 

Field name	Data that will print in this field	Required/Optional
Email address	The contact email address entered on the Set Up 1099s and 1096 window	Required field
Employer’s Name & Address	Your company name and address, as entered in the Company Information window	Required field
Fax area code	The area code of the contact fax number entered on the Set Up 1099s and 1096 window	Required field
Fax number	The contact fax number entered on the Set Up 1099s and 1096 window	Required field
Federal income tax withheld	The aggregate total amount of federal tax (if any) withheld from all income paid to 1099 vendors included on this Form 1096; derived from entries on the 1099 Vendor Information window.	Required field
Federal Tax ID #	If your company’s Federal Tax ID is the same as your Social Security Number, you can use this field to automatically enter your Federal Tax ID in a Social Security Number field.	Optional field
Federal Tax ID #	The Federal Tax ID entered in the Company Information window. NOTE: Changing this number on the Set Up 1099s and 1096 window will change the corresponding entry in the Company Information window.	Required field
Name of Person to Contact	The contact person identified on the Set Up 1099s and 1096 window	Required field
Telephone area code	The area code of the contact telephone number entered on the Set Up 1099s and 1096 window	Required field
Telephone number	The contact telephone number entered on the Set Up 1099s and 1096 window	Required field
Total amount reported with this Form 1096	The aggregate total income for all vendors reported on this Form 1096 (as entered in boxes 1, 2, 3, 5, 6, 7, 8, 10, 13 and 14 of the Vendor Information window for each vendor)	Required field
Total number of forms	The total number of 1099 forms for which aggregate totals are reported on this Form 1096; displays the number of vendors marked for printing on the Review Form 1096 Before Printing window.	Required field
X if Final Return	Displays an X if you’ve indicated on the Set Up 1099s and 1096 window that this the final 1096 return for your company	Optional field
None	None. Displays an X to indicate that this 1096 is being filed for Form 1099-MISC. NOTE: By default, AccountEdge AccountEdge considers only Form 1099-MISC. If you will be filing Form 1096 for any other type of 1099, you must customize the Form 1096 template to show an X in the appropriate box.	Basic Text Title: X

 

Payment Receipts

 

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

note : Some fields may not be available on some versions of the form layout

 

Credit Card Receipts

 

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 cheque 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.

note : Some fields may not be available on some versions of the form layout

 

Supplemental field descriptions

Supplemental fields from the Applied Payment Details window

 

Field name(s)	Data that will print in each field	Can be added to
ABA Routing Number	The ABA Routing Number displayed in the Applied Payment Details window for each Pay Employee transaction	Stub Layout—Paycheque
Account Type	The Account Type (Checking or Savings) assigned in the Applied Payment Details window for each Pay Employee transaction	Stub Layout—Paycheque
Authorization Code	The authorization code entered on a credit card transaction, from the Applied Payment Details window	Invoice—Service Invoice—Professional
Bank Account Number	The Bank Account Number displayed in the Applied Payment Details window for each Pay Employee transaction	Stub Layout—Paycheque
Bank Account Name	The Bank Account Name displayed in the Applied Payment Details window for each Pay Employee transaction	Stub Layout—Paycheque
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
Cheque Number	The cheque number entered in the Applied Payment Details window when entering a cheque 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

 

Supplemental fields from the Card Information window

 

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 All Purchase Orders 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 All Purchase Orders Cheque Layout Mailing Labels Payment Receipts Credit Card Receipts Data fields on Form W-2 Data fields on Form 1099
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 All Purchase Orders 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 All Purchase Orders 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 All Purchase Orders 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 All Purchase Orders 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 All Purchase Orders 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 All Purchase Orders 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 All Purchase Orders 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 All Purchase Orders 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 All Purchase Orders 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 All Purchase Orders Mailing Labels Cheque Layout Payment Receipts Credit Card Receipts Data fields on Form W-2 Data fields on Form 1099
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 All Purchase Orders Mailing Labels Cheque Layout Payment Receipts Credit Card Receipts Data fields on Form W-2 Data fields on Form 1099
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 All Purchase Orders Mailing Labels Cheque Layout Payment Receipts Credit Card Receipts Data fields on Form W-2 Data fields on Form 1099
Contact Name	The name of the contact entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms All Purchase Orders Mailing Labels Cheque Layout Payment Receipts Credit Card Receipts
Country	The entry in the Country field for Address 1 in the Card Information window	All Sales Forms All Purchase Orders Mailing Labels Cheque Layout Payment Receipts Data fields on Form W-2 Data fields on Form 1099
Email	The email address entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms All Purchase Orders
Fax #	The fax number entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms All Purchase Orders
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 Service, Time Billing and Item labels only) All Purchase Orders
Notes from Card	Entry in the Notes field on the Card Details tab of the Card Information window	Cheques and Stubs: Cheque Layout Stub Layout—Paycheque All Sales Forms All Purchase Orders 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 All Purchase Orders Mailing Labels Cheque 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 All Purchase Orders
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 All Purchase Orders
WWW	The World Wide Web address entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms All Purchase Orders Mailing Labels

 

Supplemental fields from the Company Information window

 

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.	Cheque Layout All Shipping Labels All invoices All packing slips
Company Email	The email address entered in the Company Information window	Cheque Layout All Sales Forms All Purchase Orders
Company Fax	The fax number entered in the Company Information window	Cheque Layout All Sales Forms All Purchase Orders
Company Name	The company name entered in the Company Information window.	Cheque Layout All Shipping Labels All Invoices All Packing Slips
Company Phone	The company phone number entered in the Company Information window	Cheque Layout All Sales Forms All Purchase Orders
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 All Purchase Orders Credit Card Receipts

 

Supplemental fields from the Item Information window

 

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 Purchase Order—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 Purchase Order—Item
Item Description	The description of the item as entered in the Item Information window — Item Details view.	Invoice—Item Packing Slip—Item Purchase Order—Item