Customer account fields
This document provides a mapping of Customer Account fields between Word and HTML invoice templates.
The following table lists the mapping for Customer Account fields in Word invoice templates and HTML invoice templates.
|
Merge field in Word templates |
Equivalent in HTML templates |
|---|---|
|
Account.AccountNumber |
Invoice.Account.AccountNumber |
|
Account.Autopay |
Invoice.Account.AutoPay |
|
Account.Balance |
Invoice.Account.Balance |
|
Account.BillCycleDay |
Invoice.Account.BillCycleDay |
|
Account.BillingBatch |
Invoice.Account.Batch |
|
Account.CompanyCode |
Invoice.Account.TaxCompanyCode |
|
Account.CreditBalance |
Invoice.Account.CreditBalance |
|
Account.CrmId |
Invoice.Account.CrmId |
|
Account.Currency |
Invoice.Account.Currency |
|
Account.CustomerSupportRepName |
Invoice.Account.CustomerServiceRepName |
|
Account.DefaultPaymentMethod |
Account.DefaultPaymentMethodId |
|
Account.MRR |
Invoice.Account.Mrr |
|
Account.Name |
Invoice.Account.Name |
|
Account.NewBalance |
|
|
Account.Notes |
Invoice.Account.Notes |
|
Account.Parent.Name |
Invoice.Account.Parent.Name |
|
Account.PaymentTerm |
Invoice.Account.PaymentTerm |
|
Account.PaymentMethodMandateId |
Invoice.Account.DefaultPaymentMethod.MandateID |
|
Account.PreviousBalance |
|
|
Account.PreviousTransactionImpactTotal |
Currently unavailable |
|
Account.PreviousTransactionStartAmount |
Currently unavailable |
|
Account.PurchaseOrderNumber |
Invoice.Account.PurchaseOrderNumber |
|
Account.SalesRep |
Invoice.Account.SalesRepName |
|
Account.TaxExempt |
Invoice.Account.TaxExemptStatus |
|
Account.TaxExemptCertificateID |
Invoice.Account.TaxExemptCertificateID |
|
Account.TaxExemptCertificateType |
Invoice.Account.TaxExemptCertificateType |
|
Account.TaxExemptDescription |
Invoice.Account.TaxExemptDescription |
|
Account.TaxExemptEffectiveDate |
Invoice.Account.TaxExemptEffectiveDate |
|
Account.TaxExemptExpirationDate |
Invoice.Account.TaxExemptExpirationDate |
|
Account.TaxExemptIssuingJurisdiction |
Invoice.Account.TaxExemptIssuingJurisdiction |
|
Account.VATID |
Invoice.Account.VATId |