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Online Help - Custom Reporting Fields

The help below will give you a working knowledge of the mInvoice App.  This should allow you to navigate the program interface and perform many of the program features. 

Additional online help can be found below

Custom Reporting Feature - Available Fields

Customer Fields

[C_ID] A unique system defined identifier
[C_COMPANYNAME] Name of the company
[C_TITLE]Formal title of customer key contact
[C_FIRSTNAME]First name of the customer key contact
[C_LASTNAME]Last name of the customer key contact
[C_FULLNAME]Full name of the customer key contact.  Formatted as [C_TITLE] [C_FIRSTNAME] [C_LASTNAME]
[C_SHIPPINGADDRESS]Customer shipping address as entered
[C_SHIPPINGADDRESS2]Customer shipping address formatted on single line
[C_BILLINGADDRESS]Customer billing address as entered
[C_BILLINGADDRESS2]Customer billing address formatted on single line
[C_PHONENUMBER]Phone number
[C_MOBILENUMBER]Mobile phone number
[C_FAXNUMBER]Fax number
[C_EMAILADDRESS]Email address
[C_PRIVATECOMMENTS]General comments

Product Fields

[P_ID]
A unique system defined identifier
[P_NAME]Product name
[P_NUMBER]Product number
[P_VENDOR]Name of product vendor
[P_LISTPRICE]List price for 1 unit of product
[P_LOCATION]Location product is stored
[P_MEASURE]Unit of measure for the product
[P_CATEGORY]Product category
[P_CURRENCYCODE]The currency the product is priced in
[P_PRIVATECOMMENTS]General comments

Quote Fields

[Q_ID]
A unique system defined identifier
[Q_QUOTENUMBER]Quote number. This is system calculated but the format can be specified in preferences
[Q_STATUS]Status of the quote:  Drafted, Invoiced, Cancelled
[Q_QUOTEDATE]Date the quote was created
[Q_NAME]The name that was given to the quote
[Q_CUSTOMERNAME]Name of the customer that the quote is for
[Q_LINESCOUNT]Number of product on the quote
[Q_LISTPRICE]Total list price of all product lines on the quote
[Q_LINESPRICE]    Total price of all lines on the quote.  This is the list price less any direct price adjustments and percentage discounts
[Q_TAX]Total tax on the quote
[Q_DISCOUNTS]Total discounts applied to the quote
[Q_ADJUSTMENTS]Total adjustments applied to the quote
[Q_TOTALPRICE]Total quote price - the amount the customer would be charged
[Q_CURRENCYCODE]The currency for the quote
[Q_CREATEDDATE]Date quote was created
[Q_CHANGEDDATE]Last date the quote was changed
[Q_PRIVATECOMMENTS]
General comments

Quote Product Fields

[P_ID]
A unique system defined identifier
[P_NAME]Name of the product
[P_NUMBER]Number assigned to the product
[P_VENDOR]The name of the vendor that the product was sourced from
[P_LISTPRICE]List price for one unit of this product
[P_LOCATION]The location that the product is stored at
[P_MEASURE]The unit of measure for the product
[P_CATEGORY]The category assigned to the product
[P_CURRENCYCODE]The currency that the product is priced in
[P_QTY]The number of units that are on the quote product line
[P_SALEPRICE]The sales price that the product was sold at
[P_EXTENDED]The extended price which is [P_QTY * P_SALEPRICE]
[P_PERCENTDISCOUNT]The percentage discount applied to this quote product line
[P_TOTAL]The total price for this product line - Sale Price less the percentage discount
[P_TAXRATENAME]The name of the tax applied to this quote product line
[P_PRIVATECOMMENTS]General Comments

Invoice Fields

[I_ID]
A unique system defined identifier
[I_INVOICENUMBER]Invoice number. This is system calculated but the format can be specified in preferences.
[I_STATUS]Status of the Invoice:  Drafted, Recorded, Completed, Cancelled!
[I_RECORDDATE]Recorded Date - this is the date that the invoice payment terms started.  Typically the date of shipment.
[I_DUEDATE]Payment Due Date - calculated as the Recorded Date plus the number of days in the payment terms.
[I_COMPLETEDATE]Completed Date - date the invoice was marked as completed and all payments were made
[I_NAME]The name that was given to the invoice
[I_CUSTOMERNAME]Name of the customer that the invoice is for
[I_LINESCOUNT]Number of products on the invoice
[I_TAXRATENAME]The name of the tax rate used on the invoice
[I_LISTPRICE]Total list price of all product lines on the invoice
[I_LINESPRICE]Total price of all product lines on the quote. This is the list price less any direct price adjustments and percentage discounts
[I_TAX]Total tax on the invoice
[I_DISCOUNTS]Total discounts applied to the invoice
[I_ADJUSTMENTS]Total adjustments applied to the invoice
[I_TOTALPRICE]Total invoice price - the amount the customer pays
[I_TOTALOUTSTANDING]Total outstanding amount owed by the customer
[I_CURRENT]The amount owed that is current - within the payment terms
[I_LATELESS30DAYS]The amount owed that is late, but less than 30 days
[I_LATE31TO60DAYS]The amount owed that is late and between 31 and 60 days
[I_LATE61TO90DAYS]The amount owed that is late and between 61 and 90 days
[I_LATE91TO120DAYS]The amount owed that is late and between 91 and 120 days
[I_LATEMORE120DAYS]The amount owed that is late and greater that 120 days
[I_CURRENCYCODE]The currency for the invoice
[I_PAYMENTTERMS]The payment terms for the invoice - the name of the payment term as defined in preferences
[I_SHIPPINGMETHOD]The shipping method used on the invoice
[I_SHIPMENTTRACKINGNUMBER]The shipment tracking number
[I_PURCHASEORDERNUMBER]The customer purchase order number
[I_SALESREPNAME]The name of the sales rep that sold the invoice products
[I_CREATEDDATE]Date invoice was created
[I_CHANGEDDATE]Last date the invoice was changed
[I_CUSTOMINVOICENOTES]General comments

Invoice Product Fields

[P_ID]
A unique system defined identifier
[P_NAME]Name of the product
[P_NUMBER]Number assigned to the product
[P_VENDOR]The name of the vendor that the product was sourced from
[P_LISTPRICE]List price for one unit of this product
[P_LOCATION]The location that the product is stored at
[P_MEASURE]The unit of measure for the product
[P_CATEGORY]The category assigned to the product
[P_CURRENCYCODE]The currency that the product is priced in
[P_QTY]The number of units that are on the invoice product line
[P_SALEPRICE]The sales price that the product was sold at
[P_EXTENDED]The extended price which is [P_QTY * P_SALEPRICE]
[P_PERCENTDISCOUNT]The percentage discount applied to this invoice product line
[P_TOTAL]The total price for this product line - Sale Price less the percentage discount
[P_TAXRATENAME]The name of the tax applied to this invoice product line
[P_PRIVATECOMMENTS]General Comments

Customer Payment Fields

[CP_ID]
A unique system defined identifier
[CP_INVOICENUMBER]The invoice number that this payment is for
[CP_PAYMENTDATE]The date the payment was applied
[CP_TYPE]The type of the payment - from the payment lookup lists
[CP_AMOUNT]The amount of the payment - formatted for the payment currency setup on the invoice
[CP_NOTES]Notes for the payment

Company Fields

[MYC_COMPANYNAME]Your company name
[MYC_COMPANYADDRESS]Your company address
[MYC_COMPANYCONTACT]Your company primary contact
[MYC_PHONENUMBER]Your company phone number
[MYC_FAXNUMBER]Your company fax number
[MYC_EMAILADDRESS]Your company email address
[MYC_WEBSITE]Your company website
[MYC_INVOICENOTES]Standard invoice notes that you want to appear on each invoice
[MYC_QUOTENOTES]Standard quote notes that you want to appear on each quote

Calculated Report Fields

[PAGENUMBER]The current report page number
[PAGECOUNT]The total report page count
[PRINTDATE]The date the report was printed
[PRINTTIME]The time the report was printed
[FILTERNAME]The filter name that was in effect when the report was printed