List of invoice template merge fields

VOGSY provides a set of merge fields to use as part of an invoice template. The merge fields are mapped to project data. When the invoice is generated, the merge fields will be replaced with the associated data from the associated project. For example, client_name will be replaced with the name set in the Client field on the project’s Project page.

Here is a sample invoice template, which uses quite a few merge fields:

As the sample illustrates, each merge field must be placed between double braces.

Here is the complete list of merge fields that you can use to customize an invoice template:

• document_description

  Type of invoice: Draft, Invoice, or Credit invoice.

• invoice_heading

  Heading for invoice field from the Languages back office module.

• invoice_number

  Generated by VOGSY.

• invoice_date

  Generated by VOGSY.

• due_date

  Due date for payment of the invoice. Generated by VOGSY based on the payment_condition.

• invoice_description

  The extra text that you specify in ‘Draft invoices’.

• project_description

  Project name field on the Project page

• debtor_number

  Debtor number field on the Organization page

• client_name

  Client field on the Project page

• organization_name

  Organization name field on the Organization page

• organization_vat_number

  VAT number field on the Organization page

• total_vat

  Calculated by VOGSY.

• total_tax

  Calculated by VOGSY.

• subtotal

  Total amount of the previously listed deliverables or costs. Calculated by VOGSY.

• total

  Total amount of all deliverables and costs. Calculated by VOGSY.

• payment_condition

  Payment condition field on the Organization page. See Payment conditions for more information.

• invoice_address

  Address field on the Organization page

• approved_by_name

  Generated by VOGSY

• approval_date

  Generated by VOGSY

• po_number

  PO number field on the Project page

• currency_symbol

  Currency field on the Project page

• line_description

  Title field on the Deliverable page

• quantity

  This might refer to the number of hours registered by the resource against this deliverable, or it might refer to an allotment of materials used for the deliverable. Only applies to Time and Materials deliverables.

• price

  This might refer to the hourly rate of the resource, or it might refer to the unit price of the allotment of materials. Only applies to Time and Materials deliverables.

• amount

  This equals the quantity times the price. Generated by VOGSY.

• discount_percentage

  Discount % field on the Deliverable page or the Project page. Only visible if you select the Add discount/surcharge checkbox.

• discount_amount

  Calculated by VOGSY based on the discount_percentage.

• net_amount

  The price after subtracting the discount_amount. Calculated by VOGSY.

• discount_description

  The discount description field is on the Deliverable or Project pages. It is only visible if you select the Add discount/surcharge checkbox.

• vat_desc

  Description field on the appropriate sales tax type on the VAT types back office module. See Sales tax types for more information.

• tax_desc

  Description field on the appropriate sales tax type on the VAT types back office module. See Sales tax types for more information.

• vat_amount

  Calculated by VOGSY based on the option set in the VAT type field on the customer’s Organization page.

• tax_amount

  Calculated by VOGSY based on the option set in the VAT type field on the customer’s Organization page.

• net_amount

  The price after subtracting the vat_amount or tax_amount.

• print_date

  Generated by VOGSY

• project_manager

  Generated by VOGSY from the Project page based on the project team

• line_total

  Calculated by VOGSY

• project_order_value

  Order value from the project card

• project_client_name

  Client field on the Project page

• quote_date

  Generated by VOGSY

• contact_name

  Generated by VOGSY from the Project page

• quote_number

  Generated by VOGSY

• organization_address

  Address, Zip Code, City, and Country fields from the customer’s Organization page.

• account_manager

  Account manager from the customer’s Organization page.