There are 8 variable groups for the Invoices document template group. These include the following: Company, Client, Asset, Tables, Employees, Finance, Date, and Other. Let's consider each of them in detail.
Company group
Here are the document template variables from the Company group:
{Company Name} variable represents the company name you configure on the Settings > General page.
{Company Address} variable represents the company address you configure on the Settings > General page.
{Company Email} variable represents the company email address you configure on the Settings > General page.
{Company Details} variable represents the company details you configure on the Settings > General page.
{Company Note} variable represents the additional information about your company you configure on the Settings > General page.
Client group
The variable names correspond to the client profile field names.
{Client Phone Type} — displays the name of the phone number type from the client profile.
{Client Name} variable represents the client's name.
{Client Phone} variable represents the client's first phone number.
{Client Address} variable represents the client's address.
{Client Email} variable represents the client's email address.
{Client First Name} variable represents the client's first name.
{Client Last Name} variable represents the client's last name.
Payer group
{Payer Phone Type} - displays the name of the phone number type from the payer's profile.
{Payer Name} - full name of the payer (First name + Last name, if specified in the appropriate fields)
{Payer Phone - the first phone number of the payer.
{Payer Address} - data from the “Address” field in the payer window.
{Payer Email} - displays the email address from the payer window.
{Payer First Name} - the name of the payer.
{Payer Last Name} - the last name of the payer.
Asset group
Please note that the variables work with the {Invoice Table Grouped} variable only.
{Asset Owner} variable represents the name of the owner (if the owner is a customer) or the name of your company (if you are the owner);
{Asset Warehouse} variable represents the name of the warehouse where the asset is located at the moment of printing the document.
{Asset Type} variable represents the data from the “Group” asset system field.
{Asset Brand} variable represents the data from the “Brand” asset system field.
{Asset Model} variable represents the data from the “Model” asset system field.
{Asset Modification} variable represents the data from the “Modification” asset system field.
{Asset Serial Number} variable represents the data from the “Serial Number/IMEI/VIN” asset system field.
{Asset Color} variable represents the data from the system field of the same name in the asset form.
{Asset State} variable represents the data from the system field of the same name in the asset form.
{Asset Year} variable represents the data from the system field of the same name in the asset form.
{Asset Cost} variable represents the data from the system field of the same name in the asset form.
{Vehicle Number Plate} - displays the license plate number specified in the vehicle profile. (This variable is available only in auto accounts)
Tables group
There are two virtual variable subgroups in this group: variables for table rendering and the ones for data filling.
{Invoice Table} variable generates the invoice table with a predefined set of variables and their positioning by default (you can edit this if needed).
{Invoice Table Grouped} variable generates the invoice table with a predefined set of variables and their positioning by default (you can edit this if needed). This variable groups the services and products by work order in your document templates.
{Row Number} variable represents the row number.
{Product Code} variable represents the “Code” field value from the product profile.
{Product SKU} variable represents the “SKU” field value from the product profile.
{Product Name} variable represents the “Name” field value from the product profile.
{Product Description} variable represents the “Description” field value from the product profile.
{Product Client Warranty} variable represents the client warranty period for a specific product or service.
{Product UoM} variable represents the “Unit of measurement” field value from the product profile.
{Product Qty} variable represents the product or service quantity.
{Product Price Without Taxes} variable represents the product price minus taxes you can configure on the Settings > Finance > Taxes page.
{Product Price} variable presents the product price with all discounts included (if present).
{Product Price Without Discount} variable represents the price for a single product or service item you've added to the invoice.
{Product Price Without Discount and without Taxes} variable represents the price for a single product or service item you've added to the work order before taxes and discounts.
{Product Amount Without Discount} variable represents the total sum of all parts, products, and services in the invoice within a target invoice row.
{Product Discount Sum} variable represents the discount sum for a specific product or service item.
{Product Discount Pct} variable represents the discount percentage within a target invoice row.
{Product Amount Without Taxes} variable represents the total sum of all parts, products, and services within a target invoice row without taxes you can set on the Settings > Finance > Taxes page.
{Product Amount Without Discount And Without Taxes} - the cost of the spare part, product, or service used in the order within a target row, excluding tax and discount.
{Product Tax Amount} variable represents the tax value for the products, parts, and services within a target invoice row.
{Product Amount} variable represents the total cost of all parts, products, and services in the invoice within a target invoice row with discounts applied (if present).
{Total Qty} variable represents the total quantity of invoice rows.
{Total Amount Without Discount} variable represents the total sum of all parts, products, and services in the invoice.
{Total Discount Sum} variable represents the discount sum of all parts, products, and services in the invoice.
{Total Discount Pct} variable represents the discount percentage for all parts, products, and services in the invoice.
{Total Amount Without Taxes} variable represents the total sum of all parts, products, and services in the invoice without taxes you can set on the Settings > Finance > Taxes page.
{Tax Value} variable represents the tax value for all parts, products, and services in the invoice.
{Tax Value Spelled Out} variable represents the tax value for all parts, products, and services in the work order spelled out.
{Total Amount} variable represents the total cost of all parts, products, and services in the invoice with discounts applied (if present).
{Product Comment} displays the text of a comment added to a service or product in the table.
{Tax Name} displays the name of the tax configured on the Settings > Finance > Taxes page.
{Tax Rate} displays the rate of the tax configured on the Settings > Finance > Taxes page.
{Subtotal} the total amount excluding discounts and imposed taxes.
Remember: You can use Tables group variables only within tables. Tables group variables don't display any data outside the tables scope.
Employees group
{Invoice Created By} variable displays the name of an employee that created a target invoice. Variable gets employee first and last names from the employee profile on the Settings > Employees page.
{Invoice Manager Name} - the responsible manager in the document.
{Current User} — displays the name of the employee who is printing the document.
Finance group
{Currency} variable displays the currency icon you can set on the Settings > General > Company info page.
{Subtotal} — the total amount excluding discounts and imposed taxes.
{Total Amount Spelled Out} variable represents the total cost of all parts, products, and services in the invoice with discounts applied (if present) in letters.
Date group
{Invoice Date} variable displays the date of the invoice in the following format: 30 April 2019.
{Invoice Due Date} - the due date of the document in the format of 04.30.2019.
{Invoice Due Date 2} - the due date of the document in the format of 30 April 2019.
Other group
{Invoice Number} variable represents the Invoice number.
{Payment Method} variable represents the payment method you've configured during invoice setup.
{Comment} variable represents the “Comment” field value from the invoice.
Adding custom form fields to the Client forms generates corresponding variables in these categories. You can distinguish them by the numeric code at the end of a name. For instance, {Client Birthday 1517730}. Find out more about Forms editor here.