Help Article with Invoice Fields

[MarkW5689]

Is there a listing of Invoice.XXX fields for use in template emails?
Specifically, an invoice number field would be great.

[joe_appcoll]

@MarkW5689 The new form field explorer control should help with most form field questions. It is available on the same pane as the history and discussion tabs.

[joe_appcoll]

@MarkW5689 AppColl is working on a feature that will help with this. ETA is in coming weeks. Thanks for the suggestion!

[GeorgeJ4336]

@GeorgeJ4336
I just found that {Invoice.Payment} is misspelled. It should be {Invoice.Payments}, as it is spelled in the column headings of the Manage Invoices module.

I also just found that {Invoice.InvoiceNos} returns nothing, and {Invoice.Number} returns the name of the invoice file. I reported these issues to AppColl Support.

[MarkW5689]

@GeorgeJ Much thanks!

[GeorgeJ4336]

@MarkW5689 I can't remember where I found them, but here are some invoice fields:

Invoice Balance
Invoice BillTo
ex. {Invoice.BillTo.First} {Invoice.BillTo.Last} {Invoice.BillTo.Company} {Invoice.BillTo.EmailCC} {Invoice.BillTo.EmailNoCC}
These values are determined by the “Bill To” field in an invoice. This field accepts a Contact, so the subfields are determined from the Contact record.
Invoice Client
ex. {Invoice.Client.Name} {Invoice.Client.IntakeEmailAddress}
(See notes re BillTo.)
Invoice Comments
Invoice CutoffDate
Invoice Description
Invoice DueDate
Invoice Expenses
Invoice Fees
Invoice InvoiceAmount
Invoice InvoiceDate
Invoice InvoiceNos
Invoice LEDESFile
Invoice Locked
Invoice Modified
Invoice PaidOnDate
Invoice Payment
Invoice PaymentTerms
Invoice PDFFile
Invoice RemitTo
ex. {Invoice.RemitTo.Name} {Invoice.RemitTo.EmailNoCc
(See notes re BillTo.)
Invoice SendToQuickBooks
Invoice StartDate
Invoice Status
Invoice WriteOffs