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Invoice Table - Common Fields

Common fields found in the Invoice table.

Updated over 8 months ago

When customizing or creating a report in the web report designer, it's important to know the fields of table you are using.

Although this can be found within the tables view in your account settings, here is a handy visual that maps fields on the Invoices screen to their respective table fields.

NOTE: There is no field for attachments on an invoice. Please refer to our article "Attachments Object" for more information on retrieving them.

Fields differ depending on whether you sync with:

Legend: In the following images, green indicates a QuickBooks field, blue indicates a Method field, an indicates a dropdown field, and an exclamation mark indicates a required field.


QuickBooks Online

For those syncing to QuickBooks Online, the first section for the invoice screen shows the details of the invoice. These fields are found in the Invoice table.

Invoice Table Fields

Invoice Table - Fields

Field Type

RefNumber

Text (11)

TotalAmount

Money

Customer

Dropdown to Entity table, FullName field.

TxnDate

DateTime

BillAddress fields

Nine text fields to keep track of the billing address.

ShipAddress fields

Nine text fields to keep track of the shipping address.

DueDate

DateTime

Terms

Dropdown to Terms table, Name field.

Currency

Dropdown to Currency table, CurrencyCode field.

(Only for accounts with multi-currency.)

ExchangeRate

Decimal (0)
(Only for accounts with multi-currency.)

AssignedTo

Dropdown to Users table, Username field.

TagList

Taglist

Opportunity

Dropdown to Opportunity table, RecordID field.

IsWaitingForSyncApproval

YesNo

The line items are stored in a separate table, so we'll skip that for now and continue to the bottom of the invoice. This section shows the totals and amounts for the invoice.

Invoice Table - Fields

Field Type

Memo

Text (4095)

CustomerMsgText

Text (1000)

SubTotal

Money

CustomerSalesTaxCode

Dropdown to SalesTaxCode table, Name field.

SalesTaxTotal

Money

DiscountRate

Decimal (0)

ShippingAmt

Decimal (0)

Amount

Money

TotalAmountInHomeCurrency

Decimal (0)
(Only on accounts with multi-currency)

AppliedAmount

Money

BalancingRemaining

Money

InvoiceLine Table Fields

The section we skipped held the line items. The line items grid in an invoice is from a different table: the InvoiceLine table. Here are some common fields within the InvoiceLine table with their field types:

InvoiceLine table - Fields

Field Type

InvoiceRecordID

Dropdown field to the Invoice table, RecordID field holding the parent invoice. Every line item belongs to an existing invoice.

ServiceDate

DateTime

Item

Dropdown to the Item table, FullName field.

Desc

Text (4095)

Quantity

Decimal (0)

Rate

Decimal (5)

Amount

Money

SalesTaxCode

Dropdown to the SalesTaxCode table, Name field.


QuickBooks Desktop

For those syncing to QuickBooks Desktop, the first section for the invoice screen shows the details of the invoice. These fields are found in the Invoice table.

Invoice Table Fields

Invoice Table - Fields

Field Type

RefNumber

Text (11)

TotalAmount

Money

Customer

Dropdown to Entity table, FullName field.

TxnDate

DateTime

ARAccount

Dropdown to Account, FullName field.

BillAddress fields

Nine text fields to keep track of the billing address.

ShipAddress fields

Nine text fields to keep track of the shipping address.

DueDate

DateTime

Terms

Dropdown to Terms table, Name field.

PONumber

Text(25)

ShipMethod

Dropdown to ShipMethod, Name field.

SalesRep

Dropdown to SalesRep table, Initial field.

TagList

Taglist

Opportunity

Dropdown to Opportunity table, RecordID field.

IsWaitingForSyncApproval

YesNo

IsToBeEmailed

YesNo

IsToBePrinted

YesNo

IsPending

YesNo

The line items are stored in a separate table, so we'll skip that for now and continue to the bottom of the invoice. This section shows the totals and amounts for the invoice.

Invoice Table - Fields

Field Type

Memo

Text (4095)

CustomerMsgText

Text (1000)

SubTotal

Money

ItemSalesTax

Dropdown to Item table, Fullname field.

SalesTaxTotal

Money

CustomerSalesTaxCode

Dropdown to SalesTaxCode table, Name field.

Amount

Money

AppliedAmount

Money

BalancingRemaining

Money

InvoiceLine Table Fields

The section we skipped held the line items. The line items grid in an invoice is from a different table: the InvoiceLine table. Here are some common fields within the InvoiceLine table with their field types:

InvoiceLine table - Fields

Field Type

InvoiceRecordID

Dropdown field to the Invoice table, RecordID field holding the parent invoice. Every line item belongs to an existing invoice.

ServiceDate

DateTime

Item

Dropdown to the Item table, FullName field.

Desc

Text (4095)

Quantity

Decimal (0)

Rate

Decimal (5)

IsRatePercent

YesNo

Amount

Money

SalesTaxCode

Dropdown to the SalesTaxCode table, Name field.

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