Invoice

Internal ID: invoice

Supports Custom Fields

Fields

Internal ID	Type	nlapiSubmitField	Label	Required	Help
account	select	false	Account	false	Select the Accounts Receivable account that will be affected by this transaction. Click New to set up a new account. For details on accounts, go to Setup > Accounting > Chart of Accounts.
althandlingcost	currency	false	Handling Cost	false	The handling cost automatically calculates depending on the shipping method you select in the Ship Via field. To change the cost of handling, go to Lists > Shipping Items and select the shipping method with the handling cost you want to change.
altshippingcost	currency	false	Shipping Cost	false	The shipping cost automatically calculates depending on the shipping method you select in the Ship Via field above. To change the cost of a shipping method, go to Lists > Shipping Items and select the shipping method you want to change. If you use UPS Real-Time rates, shipments over 150lbs are broken up into shipments less than or equal to 150lbs for charging.
amountpaid	currency	false	Amount Paid	false	Displays the total amount paid for this invoice.
amountremaining	currency	false	Amount Due	false	Displays the total amount due for this invoice.
amountremainingtotalbox	currency	false	Amount Due	false	The total unpaid amount on this invoice is shown here.
approvalstatus	select	false	Approval Status	false
asofdate	date	false	As-Of Date	false	The As-of Date field determines the list of charges added to the transaction, but it does not impact the general ledger or the invoice due date. For example, you may have an as-of date that is after the invoice date when you want to capture charges that will post after the invoice date.
balance	currency	false	Balance	false	Displays the total of all outstanding invoices for this customer.
billaddress	address	false	Bill To	false	The default billing address autofills this field from the customer's record. To enter a different address: * Select another address in the Bill To Select field. * Select New in the Bill To Select field to enter a new billing address to be used for this transaction and saved with the associated entity record. * Select Custom in the Bill To Select field to enter a new billing address to be used for this transaction only (and not saved with the associated entity record). * Click the Edit icon for the Bill To Select field to modify an existing billing address.
billaddresslist	select	false	Bill To Select	false	Select the appropriate billing address for this transaction. * Select New to enter a new billing address to be used for this transaction and saved with the associated entity record. * Select Custom to enter a new billing address to be used for this transaction only (and not saved with the associated entity record). * Click the Edit icon to modify an existing billing address.
billingaccount	select	false	Billing Account	false	Select the billing account from the list. For more information about billing accounts, see Creating Billing Accounts.
billingaddress	summary	false		false
billisresidential	text	false	Shipping address is residential	false
bulkprocsubmission	select	false	Submission Id	false
canhavestackable	checkbox	false	Can have Stackable Promotions	false
class	select	false	Class	false	If you want, select the class that applies to this invoice. Click New to set up a new class. Go to Setup > Company > Classes for details about existing classes.
consolidatebalance	currency	false	Consolidated Balance	false
couponcode	select	false	Coupon Code	false	If you are applying a single-use coupon to this transaction, enter that coupon code here. If you are applying a multiple-use coupon to this transaction, select the promotion in the Promotion field, and the coupon code is shown here.
createddate	datetime	false		false
createdfrom	select	false	Created From	false	This field shows the sales order this invoice is created from. Click the link to open the sales order.
currency	select	false	Currency	true	If you do not use the Multi-Currency Customers feature, the currency of the customer you are creating this transaction for is shown here. If you use the Multi-Currency Customers feature, select the transaction currency you want to create this transaction in. This customer's primary currency is selected by default. If you have already selected items on this transaction, selecting a new currency refreshes them to show the price in the new currency (except for items you entered custom prices for) and recalculates tax and gross profit.
currencyname	text	false	Currency	false
currencysymbol	text	false	Currency Symbol	false
customform	select	false	Custom Form	true	If you customized an invoice form, select it here, or click New to customize a new invoice form.
deferredrevenue	currency	false	Deferred Revenue	false	Deferred Revenue: amount of revenue deferred on this transaction
department	select	false	Department	false	Select a department to associate with this invoice. Click New to enter a new department. Go to Setup > Company > Departments for details about existing departments.
discountamount	currency	false	Disc. Amt.	false	The amount listed here is the discount your customer will receive if he or she pays this invoice according to the terms you have set.
discountdate	date	false	Disc. Date	false	The date listed here is the date your customer must pay this invoice by in order to receive a discount. The discount your customer receives in based on the terms you have set for the customer.
discountitem	select	false	Discount	false	You can select a discount for this invoice. NetSuite fills the Rate and Discount Total fields based on the discount you choose. Leave this field blank if you do not want to apply a discount to this transaction. To create new discount items, go to Lists > Accounting Items and click New. On the New Item page, click Discount.
discountrate	rate	false	Rate	false	NetSuite enters the rate for the discount item you selected. You can change the discount rate for this cash refund. Enter the discount as a dollar amount like 10.00, or as a percentage like 10%.
discounttotal	currency	false	Discount	false	NetSuite enters the amount discounted on this invoice. If this discount item is taxable, the discount is applied before taxes. If it is not taxable, the discount is applied after taxes.
duedate	date	false	Due Date	false	Type or pick the due date for this invoice. If you do not assign a due date, the due date defaults to the date in the Date field. In addition, if you do not assign a due date, this invoice will appear on aging reports.
email	emails	true		false
enddate	date	false	End Date	false	Type or pick the end date for this invoice. If an invoice is created from a sales order that includes a Start Date and End Date, those dates autofill on the invoice when the order is billed.
entity	select	false	Customer	true	Select the customer for this invoice. Click New to set up a new customer. Go to Lists > Relationships > Customers for details about existing customers.
entitynexus	select	false	Nexus	false
entitytaxregnum	select		Tax Reg. Number	false
estgrossprofit	currency	false	Est. Gross Profit	false	Estimated Gross Profit: Read-only field that equals the revenue amount minus the Est. Cost. At the transaction level, it equals the gross profit of all lines, factoring transaction-level discounts and markups.
estgrossprofitpercent	percent	false	Est. Gross Profit Percent	false	Estimated Gross Profit Margin, as a percentage: Read-only field that equals the Est. Gross Profit divided by revenue, expressed as a percentage. At the transaction level, it equals the gross profit percent of all lines, factoring transaction-level discounts and markups.
exchangerate	currency2	false	Exchange Rate	true	The currency's exchange rate is shown in this field. You can edit the exchange rate for this transaction only, or you can update the currency record with the exchange rate you enter here.
excludecommission	checkbox	true	Exclude Commissions	false	Check this option to exclude this transaction and its subordinate transactions from inclusion in all commission calculations.
expcostdiscamount	currency	false	Amount	false	The rate you enter automatically appears here. If you entered a percentage in the Rate field, NetSuite multiplies the discount or markup percentage by the total amount of line items you select.
expcostdiscount	select	false	Discount/Markup	false	If you want to add a discount or markup to the cost of the expenses you are billing, select it from the list. To see a list of your discounts or markups, go to Lists > Items and select Discount or Markup from the dropdown list at the bottom of the page. To create a new discount or markup, go to Lists > New Item and click Discount or Markup.
expcostdiscprint	checkbox	false	Print	false	Check this box if you added a discount or markup and want to print it on the invoice.
expcostdiscrate	rate	false	Rate	false	The rate for the discount or markup item you selected automatically appears here. If you want, enter a new rate. Rates can be entered as dollar amounts and percentages.
expcostdisctaxable	checkbox	false	Taxable	false	Check this box if the expenses you are billing are taxable.
expcosttaxcode	select	false	Tax Code	false
expcosttaxrate1	percent	false	Tax Rate	false	NetSuite inserts the GST rate based on the tax code you assigned to this expense. To set up tax codes and corresponding tax percentages, go to Lists > Tax Codes. To change the assignment of a tax code to an item, go to Lists > Items.
externalid	text	false	ExternalId	false
fob	text	false	FOB	false	Enter the location where the customers technically acquire ownership. For example, if your customers own goods as soon as they ship and pay the shipping costs from your location to theirs, you might enter Our warehouse.
forinvoicegrouping	checkbox	false	For Invoice Grouping	false	Check the For Invoice Grouping box to group invoices based on common criteria. For more information, see Invoice Groups Overview.
giftcertapplied	currency	false	Gift Certificate	false
groupedto	select	false	Grouped To	false	Read-only field that shows the invoice group number for this invoice.
handlingcost	currency	false	Handling Cost	false	The handling cost automatically calculates depending on the shipping method you select in the Ship Via field. To change the cost of handling, go to Lists > Accounting > Shipping Items and select the shipping method with the handling cost you want to change.
handlingtax1rate	text	false	Handling Tax Rate	false	The tax rate for the tax code selected shows here.
handlingtaxcode	select	false	Handling Tax Code	false	Select the tax code that determines the tax for handling charges.
isbasecurrency	checkbox	false	Base Currency	false
ismultishipto	checkbox	false	Enable Item Line Shipping	false	Check this box to enable line-item shipping. For example, you may have line items that cannot be shipped together.
istaxable	checkbox	false	Taxable	false	Place a check mark in this box if the order you are invoicing is taxable.
itemcostdiscamount	currency	false	Amount	false	The rate you enter automatically appears here. If you entered a percentage in the Rate field, NetSuite multiplies the discount or markup percentage by the total amount of line items you select.
itemcostdiscount	select	false	Discount/Markup	false	If you want to add a discount or markup to the cost of the items you are billing, select it from the list. To see a list of your discounts or markups, go to Lists > Items and select Discount or Markup from the dropdown list at the bottom of the page. To create a new discount or markup, go to Lists > New Item and click Discount or Markup.
itemcostdiscprint	checkbox	false	Print	false	Check this box if you added a discount or markup and want to print it on the invoice.
itemcostdiscrate	rate	false	Rate	false	The rate for the discount or markup item you selected automatically appears here. If you want, enter a new rate. Rates can be entered as dollar amounts and percentages.
itemcostdisctaxable	checkbox	false	Apply Before Tax	false	Check this box if you want the discount or markup you entered to be applied before taxes.
itemcosttaxcode	select	false	Tax Code	false
itemcosttaxrate1	percent	false	Tax Rate	false	NetSuite inserts the GST rate based on the tax code you assigned to this item. To set up tax codes and corresponding tax percentages, go to Lists > Tax Codes. To change the assignment of a tax code to an item, go to Lists > Items.
lastmodifieddate	datetime	false		false
leadsource	select	false	Lead Source	false	Select the lead source associated with this transaction. If you use the Marketing Automation feature, select the campaign you want to associate with this transaction's revenue.
linkedtrackingnumbers	text	false	Tracking #	false
location	select	false	Location	true	Choose the location you want to associate with this transaction. Select New to enter a new location record. Go to Lists > Locations for details about existing location records.
memo	text	true	Memo	false	Enter an optional memo to describe this invoice so you can easily distinguish it from others for this customer. For example: Suite A installation or Suite B installation. It will appear on reports such as the 2-line Accounts Receivable register, which your customers can see if you give them permission to log in and view their transaction history.
message	textarea	false	Customer Message	false	The text of the customer message you select in the Select Message field appears here. You can edit the message or enter a new customer message for only this transaction.
messagesel	select	false	Select Message	false	Select a customer message to appear on this form. For example, you may add "Thank you for your business!" Choose from the list of existing customer messages stored in Accounting Lists. The text of the selected message appears in the Customer Message field. In this field, you can optionally edit the message or enter a new customer message for only this transaction. To add messages to appear in the Select Message field, go to Setup > Accounting > Accounting Lists > New, and click Customer Message.
muccpromocodeinstance	text	false	Promo Code	false
nextapprover	select	false	Next Approver	false
nexus	select	false	Nexus	false	This field shows the nexus of the transaction. NetSuite automatically populates this field based on the nexus lookup logic. You can override the transaction nexus and tax registration number that NetSuite automatically selects by checking the Nexus Override box. When you select a different nexus in the dropdown list, the corresponding tax registration number is automatically selected in the Subsidiary Tax Reg. Number field.
opportunity	select	false	Opportunity	false	If you are entering this transaction for an opportunity, select the opportunity. You can create opportunity records at Transactions > Sales > Create Opportunities.
otherrefnum	text	false	PO #	false	To make it easy for your customers to locate this invoice in their own records, enter their purchase order number here.
overrideinstallments	checkbox	false	Override Installments	false
partner	select	true	Partner	false	The partner associated with this customer appears in the Partner field. You can change the partner for this transaction.
paylink	text	false	Paylink	false
postingperiod	select	false	Posting Period	true	Select the period you want to post this invoice to. If a period is closed, you cannot post to that period. If your transaction is subject to approval, the posting period is set when the transaction is approved. For details, see the help topic Approval Routing, subsection Posting Period for Transactions Subject to Approval.
promocode	select	false	Promotion	false	If you want to apply a multiple-use coupon code to this transaction, select the promotion here. If you want to apply a single-use coupon code, enter the code in the Coupon Code field. The promotion for that coupon code is shown here. Customers associated with a partner can only use coupon codes from that partner's promotions. If you select a promotion associated with a partner, this transaction is attributed to that partner for reporting purposes. You can choose to have a promotion selected by default at Setup > Marketing > Marketing Preferences in the Default Promotion Code on Sales Transactions field. Create new promotion codes at Lists > Marketing > Promotions > New.
promocodepluginimpl	text	false	Promo Code	false
recognizedrevenue	currency	false	Recognized Revenue	false	Recognized Revenue: cumulative amount of revenue recognized for this transaction
recurringbill	checkbox	false	Recurring Bill	false	Check the Recurring Bill box to create a recurring invoice for the billing account.
returntrackingnumbers	text	false	Return Tracking #	false
revenuestatus	text	false	Revenue Status	false	The possible values for this field are: 1. Pending: indicates that no recognition has occurred. All revenue is still deferred. 2. In Progress: indicates that some recognition has occurred. 3. Completed: indicates that all recognition has occurred. No deferred revenue remains.
revreconrevcommitment	checkbox	false	Rev Rec on Rev Commit.	false	Check this check box to create a Revenue Commitment or Revenue Commitment Reversal. * On a Sales Order, the Revenue Commitment replaces an invoice * On a Return Authorization, the Revenue Commitment Reversal replaces a credit memo. NetSuite creates all applicable Revenue Recognition schedules the Revenue Commitment or Revenue Commitment Reversal.
saleseffectivedate	date	false	Sales Effective Date	false	You can change the sales effective date for this transaction. The sales effective date determines which commission plan and historical sales team this transaction applies to.
salesgroup	select	false	Choose Team	false	Select a sales team to associate with this transaction. To create a sales team, go to Lists > Relationships > New > Select Sales Team Members.
salesrep	select	true	Sales Rep	false	NetSuite inserts the sales representative associated with this company on the customer record at Lists > Customers. If a different sales rep is assigned to this transaction, select that sales rep here. To add additional sales reps to this list, go to Lists > New Employee.
shipaddress	address	false	Ship To	false	The default shipping address autofills this field from the customer's record. To enter a different address: * Select another address in the Ship To Select field. * Select New in the Ship To Select field to enter a new shipping address to be used for this transaction and saved with the associated entity record. * Select Custom in the Ship To Select field to enter a new shipping address to be used for this transaction only (and not saved with the associated entity record). * Click the Edit icon for the Ship To Select field to edit an existing shipping address.
shipaddresslist	select	false	Ship To Select	false	Select the appropriate shipping address for this transaction. * Select New to enter a new shipping address to be used for this transaction and saved with the associated entity record. * Select Custom to enter a new shipping address to be used for this transaction only (and not saved with the associated entity record). * Click the Edit icon to edit an existing shipping address.
shipdate	date	false	Ship Date	false	Type or pick a shipping date for this invoice.
shipisresidential	text	false	Shipping address is residential	false
shipmethod	select	false	Shipping Method	false	Select a shipping method for this order. If you automatically charge for shipping, the shipping amount is entered in the shipping costs field. To automatically charge for shipping, go to Setup > Accounting > Shipping. Check the Charge for Shipping box and click Save. You must also set up the charge details of your shipping items. To add or edit shipping items, go to Lists > Accounting > Shipping Items.
shipoverride	text	false		false
shippingaddress	summary	false		false
shippingcost	currency	false	Shipping Cost	false	The shipping cost automatically calculates depending on the shipping method you select in the Ship Via field above. To change the cost of a shipping method, go to Lists > Accounting > Shipping Items and select the shipping method you want to change. If you use UPS Real-Time rates, shipments over 150lbs are broken up into shipments less than or equal to 150lbs for charging.
shippingcostoverridden	text	false	Shipping Cost Overridden	false
shippingtax1rate	text	false	Shipping Tax Rate	false	The tax rate for the selected tax code shows here.
shippingtaxcode	select	false	Shipping Tax Code	false	Select the tax code that determines the tax charged for shipping.
source	text	false	Source	false	The source of the invoice, for example, the program or software name.
startdate	date	false	Start Date	false	If you use the Advanced Billing feature, enter the date for the first invoice to be created. If an invoice is created from a sales order that includes a Start Date and End Date, those dates autofill on the invoice when the order is billed.
status	text	false	Status	false
statusRef	text	false		false
subsidiary	select	false	Subsidiary	false	This field displays the subsidiary associated with this transaction.
subsidiarytaxregnum	select		Tax Reg. Number	false	This field shows the tax registration number of the transaction nexus. NetSuite automatically populates this field based on the nexus lookup logic. You can override the transaction nexus and tax registration number that NetSuite automatically selects by checking the Nexus Override box. When you select a different tax registration number in the dropdown list, the corresponding nexus is automatically selected in the Nexus field.
subtotal	currency	false	Subtotal	false	This field shows the total of the items on this invoice. This is the total before any discounts, shipping cost, handling cost or tax is added to the order.
syncpartnerteams	checkbox	false	Update Customer	false	Check this box if you want to update the sales team on the customer's record with changes you make here.
syncsalesteams	checkbox	false	Update Customer	false	Check this box if you want to update the sales team on the customer's record with changes you make here.
taxdetailsoverride	checkbox		Tax Details Override	false	Check this box to override the tax information on the Tax Details subtab of the transaction. Only roles with at least the Edit level of the Tax Details Tab permission can override the tax details.
taxitem	select	false	Tax	false	A tax item is a tax that you collect at one certain rate and pay to one tax agency for this invoice. NetSuite inserts the tax item for this customer from the record at Lists > Customers. To change it just for this order, select another tax item. To add additional choices to this list, go to Lists > New Item > Sales Tax Item.
taxpointdate	date	false	Tax Point Date	false
taxpointdateoverride	checkbox	false	Override	false
taxrate	float	false	Tax %	false	NetSuite inserts the percentage rate of the tax item from its record at Lists > Items. You can change it here for just this transaction if you wish.
taxregoverride	checkbox		Tax Registration Override	false	Check this box to override the values in the Nexus and Subsidiary Tax Reg. Number fields. Only roles with at least the Edit level of the Tax Details Tab permission can override the values that NetSuite automatically selects in these fields.
taxtotal	currency	false	Tax Total	false	NetSuite multiplies the tax rate by the taxable total of line items and enters it here.
terms	select	false	Terms	false	Select billing terms that apply to this invoice. To add additional choices to this list, go to Setup > Accounting > Accounting Lists > New > Terms.
timediscamount	currency	false	Amount	false	The rate you enter automatically appears here. If you entered a percentage in the Rate field, NetSuite multiplies the discount or markup percentage by the total amount of line items you select.
timediscount	select	false	Discount/Markup	false	If you want to add a discount or markup to the cost of the time you are billing, select it from the list. To see a list of your discounts or markups, go to Lists > Items and select Discount or Markup from the dropdown list at the bottom of the page. To create a new discount or markup, go to Lists > New Item and click Discount or Markup.
timediscprint	checkbox	false	Print	false	Check this box if you added a discount or markup and want to print it on the invoice.
timediscrate	rate	false	Rate	false	The rate for the discount or markup item you selected automatically appears here. If you want, enter a new rate. Rates can be entered as dollar amounts and percentages.
timedisctaxable	checkbox	false	Apply Before Tax	false	Check this box if you want the discount or markup you entered to be applied before taxes.
timetaxcode	select	false	Tax Code	false
timetaxrate1	percent	false	Tax Rate	false	NetSuite inserts the GST rate based on the tax code you assigned to this time. To set up tax codes and corresponding tax percentages, go to Lists > Tax Codes. To change the assignment of a tax code to an item, go to Lists > Items.
tobeemailed	checkbox	false	To Be E-mailed	false	When processing individual invoices: * Check the To Be Emailed box if you want to email this invoice. Then enter the email address in the space to the right of the check box. * You can enter multiple email addresses by separating them with a semicolon. It is important to separate the addresses with only a semicolon, and do not include any spaces. When bulk processing invoices: In the To Be Emailed field: * Select Yes if you want to email this form. * Select No if you do not want to email this form. * Select Respect Customer Preference to send the form based on the default preference on the customer record. Set the preference on the Info subtab of a customer record in the Send Transactions Via field.
tobefaxed	checkbox	false	To Be Faxed	false	When processing individual invoices: * Check the To Be Faxed box if you want to fax this invoice. Then enter the fax number in the box to the right of the check box if it does not already appear. When bulk processing invoices: In the To Be Faxed field: * Select Yes if you want to fax this form. * Select No if you do not want to fax this form. * Select Respect Customer Preference to send the form based on the default preference on the customer record. Set the preference on the Info subtab of a customer record in the Send Transactions Via field. To fax NetSuite forms, an administrator must first set up fax service at Setup > Company > Printing, Fax and Email Preferences.
tobeprinted	checkbox	true	To Be Printed	false	When processing individual invoices: Check the To Be Printed box if you want to print this invoice. When bulk processing invoices: * Select Yes if you want to save this in a queue of invoices to print. * Select No if you do not want to print this form. * Select Respect Customer Preference to send the form based on the default preference on the customer record. Set the preference on the Info subtab of a customer record in the Send Transactions Via field.
total	currency	false	Total	false	NetSuite computes the total of line items, tax and shipping costs, and then enters it here.
totalcostestimate	currency	false	Est. Extended Cost	false	Estimated Cost: Estimated cost of the specific number of items; estimated rate x quantity = estimated cost.
trackingnumbers	text	false	Additional Tracking #	false	Enter the shipment tracking number from the shipping company. If a tracking number is entered in the exact format used by UPS or FedEx and the transaction is saved, the tracking number will show on the transaction as a link to the UPS or FedEx website. You can click the link to check the status of the shipment.
trandate	date	false	Date	true	NetSuite inserts today's date for the posting date of this invoice. You can type or pick another date. What you enter here determines the date range in which this transaction appears on the Accounts Receivable Register. You can select or enter custom date ranges on registers.
tranid	text	false	Invoice #	false	NetSuite increases the largest invoice number by one. You can type another number. The next invoice number will revert to the standard pattern.
tranisvsoebundle	checkbox	false	Transaction Is VSOE Bundle	false	Check this box to include all items added to this transaction as a VSOE bundle.
unbilledorders	currency	false	Unbilled Orders	false
vsoeautocalc	checkbox	false	Auto Calculate VSOE Allocation	false	The VSOE allocation amount for a sale can be calculated automatically by checking the Auto Calculate VSOE Allocation box. Allocation is the process to determine the VSOE price for items on a sale. The total VSOE amount allocated is the revenue amount to be recognized for the bundle.

Sublists

accountingbookdetail - Accounting Books

Internal ID	Type	Label	Required	Help
accountingbook	select	Secondary Book	false
exchangerate	currency2	Exchange Rate	true
revreconrevcommitment	checkbox	Rev Rec on Rev Commit.	false
tranisvsoebundle	checkbox	Transaction Is VSOE Bundle	false

expcost - Billable Expenses

Internal ID	Type	Label	Required	Help
amortizationperiod	text		false
amortizationtype	text		false
amount	currency	Bill Amount	false
apply	checkbox	Apply	false
billeddate	date	Date	false
category	text		false
doc	integer		false
employee	text		false
job	text		false
line	integer		false
location	select	Location	false
memo	text	Memo	false	Enter an optional memo to describe this invoice so you can easily distinguish it from others for this customer. For example: Suite A installation or Suite B installation. It will appear on reports such as the 2-line Accounts Receivable register, which your customers can see if you give them permission to log in and view their transaction history.
originalamount	currency	Original Amount	false
revrecenddate	date	Rev. Rec. End Date	false
revrecschedule	select	Rev. Rec. Schedule	false
revrecstartdate	date	Rev. Rec. Start Date	false
taxable	text		false
taxcode	select	Tax Code	true
taxrate1	percent	Tax Rate	false
url	text		false

installment - Installments

Internal ID	Type	Label	Required	Help
amount	poscurrency	Amount	true
amountdue	currency	Amount Due	false
duedate	date	Due Date	true
paymentsapplied	text	Payments Applied	false
seqnum	integer	Installment Number	false
status	text	Status	false

item - Items

Internal ID	Type	Label	Required	Help
account	text		false
amortizationperiod	text		false
amortizationtype	text		false
amount	currency	Amount	false
billvariancestatus	text		false
catchupperiod	select		false
chargetype	text	Charge Type	false
costestimate	currency	Est. Extended Cost	false
costestimaterate	rate		false
costestimatetype	select	Cost Estimate Type	false
daysbeforeexpiration	text		false
deferrevrec	checkbox		false
description	textarea	Description	false
excludefromraterequest	checkbox	Exclude Item from Rate Request	false
giftcertfrom	text	From	false
giftcertmessage	textarea	Gift Message	false
giftcertrecipientemail	email	Recipient Email	false
giftcertrecipientname	text	Recipient Name	false
id	text		false
inventorydetail	summary	Inventory Detail	false
istaxable	checkbox	Tax	false	Place a check mark in this box if the order you are invoicing is taxable.
isvsoebundle	text		false
item	select	Item	true
itemsubtype	text		false
itemtype	text		false
job	select	Project	false
licensecode	textarea	License Code	false
line	text		false
linenumber	integer		false
matrixtype	text		false
options	namevaluelist	Options	false
price	select	Price Level	false
printitems	text		false
quantity	float	Quantity	false
quantityavailable	float		false
quantityremaining	float	Back Ordered	false
rate	rate	Unit Price	false
rateschedule	text		false
revrecenddate	date	Rev. Rec. End Date	false
revrecschedule	select	Rev. Rec. Schedule	false
revrecstartdate	date	Rev. Rec. Start Date	false
shipaddress	select	Ship To	false
shipcarrier	select	Carrier	false
shipmethod	select	Ship Via	false
subscriptionline	select	Subscription Line	false
taxcode	select	Tax Code	true
taxrate1	percent	Tax Rate	false
units	select	Units	false
vsoeallocation	currency	Allocation Amount	false
vsoeamount	currency	Calculated Amount	false
vsoedeferral	select	Deferral	false
vsoedelivered	checkbox	Delivered	false
vsoeisestimate	checkbox	Estimate	false
vsoepermitdiscount	select	Permit Discount	false
vsoeprice	currency2	Allocation Price	false
vsoesopgroup	select	Allocation Type	false

itemcost - Billable Items

Internal ID	Type	Label	Required	Help
amortizationperiod	text		false
amortizationtype	text		false
amount	currency	Total	false
apply	checkbox	Apply	false
billeddate	date	Date	false
binnumbers	textarea	Bin Numbers	false
cost	currency2	Rate	false
doc	integer		false
item	text		false
itemcostcount	text	Qty	false
job	text		false
line	integer		false
location	select	Location	false
memo	text	Description	false
options	namevaluelist	Options	false
rateschedule	text		false
revrecenddate	date	Rev. Rec. End Date	false
revrecschedule	select	Rev. Rec. Schedule	false
revrecstartdate	date	Rev. Rec. Start Date	false
serialnumbers	textarea	Serial/Lot Numbers	false
taxable	text		false
taxcode	select	Tax Code	true
taxrate1	percent	Tax Rate	false
unit	text		false
url	text		false

partners - Partners

Internal ID	Type	Label	Required	Help
contribution	percent	Contribution %	true
id	text		false
isprimary	checkbox	Primary	false
partner	select	Partner	true
partnerrole	select	Partner Role	false
transaction	text		false

promotions - Promotions

Internal ID	Type	Label	Required	Help
cannotbecombined	text		false
couponcode	select	Coupon Code	true
discount	select	Discount Item	false
discountrate	rate	Rate	false
muccpromocodeinstance	text	Promo Code	false
promocode	select	Promotion	true
purchasediscount	currency	Purchase Discount	false
shippingdiscount	rtext	Shipping Discount	false

salesteam - Sales Team

Internal ID	Type	Label	Required	Help
contribution	percent	Contribution %	true
employee	select	Employee	true
id	text		false
isprimary	checkbox	Primary	false
issalesrep	text		false
salesrole	select	Sales Role	true
transaction	text		false

shipgroup - Shipment

Internal ID	Type	Label	Required	Help
destinationaddress	text	Ship To	false
handlingrate	currency	Handling Rate	false
id	integer		false
shippingcarrier	text		false
shippingmethod	text	Ship Via	false
shippingrate	currency	Shipping Rate	false
sourceaddress	text	Ship From	false
weight	float		false

taxdetails - Tax Detail

Internal ID	Type	Label	Required	Help
calcdetail	textarea	Details	false
linename	text	Name	false
linetype	text	Line type	false
netamount	currency	Net Amount	false
taxamount	currency	Tax Amount	true
taxbasis	currency	Tax Basis	true
taxcode	select	Tax Code	true
taxdetailsreference	text	Tax Details Reference	false
taxrate	percent	Tax Rate	true
transaction	select	Transaction	false

time - Billable Time

Internal ID	Type	Label	Required	Help
amortizationperiod	text		false
amortizationtype	text		false
amount	currency	Amount	false
apply	checkbox	Apply	false
billeddate	date	Date	false
doc	text		false
item	text	Item	false
job	text		false
memo	text	Description	false
rate	currency2	Rate	false
rateschedule	text		false
revrecenddate	date	Rev. Rec. End Date	false
revrecschedule	select	Rev. Rec. Schedule	false
revrecstartdate	date	Rev. Rec. Start Date	false
taxable	text		false
taxcode	select	Tax Code	true
taxrate1	percent	Tax Rate	false
unit	text		false
url	text		false

Tabs

Name	Label
address	Address
custom	Custom
history	History
items	Items
multipartner	Partners
output	Messages
payment	Payment
revenue	Revenue
shipping	Shipping
teamselling	Sales Team
workflow	Workflow

Search Data

Transaction

Transform Types

Target Record Type	Field Defaults
creditmemo	customform,entity,invoices,account
customerpayment	customform
customsale
returnauthorization	customform,cf