Merge Fields Supported by Statement Generator

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Merge Fields Supported by Statement Generator

Statement Generator supports the following lists of merge fields in custom statement templates.

See Set Up the Statement Generator Feature for information about the available example statement templates and how to add a new statement template. 

Account Fields

  • Account.AccountNumber

  • Account.AdditionalEmailAddresses

  • Account.AllowInvoiceEdit

  • Account.AutoPay

  • Account.Balance

  • Account.Batch

  • Account.BcdSettingOption

  • Account.BillCycleDay

  • Account.CommunicationProfileId

  • Account.CreatedById

  • Account.CreatedDate

  • Account.CreditBalance

  • Account.CrmId

  • Account.Currency

  • Account.CustomerServiceRepName

  • Account.Id

  • Account.InvoiceDeliveryPrefsEmail

  • Account.InvoiceDeliveryPrefsPrint

  • Account.InvoiceTemplateId

  • Account.LastInvoiceDate

  • Account.Mrr

  • Account.Name

  • Account.Notes

  • Account.ParentId

  • Account.PaymentGateway

  • Account.PaymentTerm

  • Account.PurchaseOrderNumber

  • Account.SalesRepName

  • Account.Status

  • Account.TaxCompanyCode

  • Account.TaxExemptCertificateID

  • Account.TaxExemptCertificateType

  • Account.TaxExemptDescription

  • Account.TaxExemptEffectiveDate

  • Account.TaxExemptEntityUseCode

  • Account.TaxExemptExpirationDate

  • Account.TaxExemptIssuingJurisdiction

  • Account.TaxExemptStatus

  • Account.TotalDebitMemoBalance

  • Account.TotalInvoiceBalance

  • Account.UnappliedBalance

  • Account.UnappliedCreditMemoAmount

  • Account.UpdatedById

  • Account.UpdatedDate

  • Account.VATId

Bill To Contact Fields

  • BillToContact.AccountId

  • BillToContact.Address1

  • BillToContact.Address2

  • BillToContact.City

  • BillToContact.Country

  • BillToContact.County

  • BillToContact.CreatedById

  • BillToContact.CreatedDate

  • BillToContact.Description

  • BillToContact.Fax

  • BillToContact.FirstName

  • BillToContact.HomePhone

  • BillToContact.Id

  • BillToContact.LastName

  • BillToContact.MobilePhone

  • BillToContact.NickName

  • BillToContact.OtherPhone

  • BillToContact.OtherPhoneType

  • BillToContact.PersonalEmail

  • BillToContact.PostalCode

  • BillToContact.State

  • BillToContact.TaxRegion

  • BillToContact.UpdatedById

  • BillToContact.UpdatedDate

  • BillToContact.WorkEmail

  • BillToContact.WorkPhone

Credit Memo Fields

  • CreditMemo.AppliedAmount

  • CreditMemo.Balance

  • CreditMemo.CancelledById

  • CreditMemo.CancelledOn

  • CreditMemo.Comments

  • CreditMemo.CreatedById

  • CreditMemo.CreatedDate

  • CreditMemo.DiscountAmount

  • CreditMemo.Id

  • CreditMemo.MemoDate

  • CreditMemo.MemoNumber

  • CreditMemo.PostedById

  • CreditMemo.PostedOn

  • CreditMemo.ReasonCode

  • CreditMemo.RefundAmount

  • CreditMemo.Source

  • CreditMemo.SourceId

  • CreditMemo.Status

  • CreditMemo.TargetDate

  • CreditMemo.TaxAmount

  • CreditMemo.TotalAmount

  • CreditMemo.TotalAmountWithoutTax

  • CreditMemo.TotalTaxExemptAmount

  • CreditMemo.TransferredToAccounting

  • CreditMemo.UpdatedById

  • CreditMemo.UpdatedDate

Debit Memo Fields

  • DebitMemo.AutoPay

  • DebitMemo.Balance

  • DebitMemo.CancelledById

  • DebitMemo.CancelledOn

  • DebitMemo.Comments

  • DebitMemo.CreatedById

  • DebitMemo.CreatedDate

  • DebitMemo.DiscountAmount

  • DebitMemo.DueDate

  • DebitMemo.Id

  • DebitMemo.MemoDate

  • DebitMemo.MemoNumber

  • DebitMemo.PostedById

  • DebitMemo.PostedOn

  • DebitMemo.ReasonCode

  • DebitMemo.Source

  • DebitMemo.Status

  • DebitMemo.TargetDate

  • DebitMemo.TaxAmount

  • DebitMemo.TotalAmount

  • DebitMemo.TotalAmountWithoutTax

  • DebitMemo.TotalTaxExemptAmount

  • DebitMemo.TransferredToAccounting

  • DebitMemo.UpdatedById

  • DebitMemo.UpdatedDate

Invoice Fields

  • Invoice.AdjustmentAmount

  • Invoice.Amount

  • Invoice.AmountWithoutTax

  • Invoice.AutoPay

  • Invoice.Balance

  • Invoice.Comments

  • Invoice.CreatedById

  • Invoice.CreatedDate

  • Invoice.CreditBalanceAdjustmentAmount

  • Invoice.DueDate

  • Invoice.Id

  • Invoice.IncludesOneTime

  • Invoice.IncludesRecurring

  • Invoice.IncludesUsage

  • Invoice.InvoiceDate

  • Invoice.InvoiceNumber

  • Invoice.LastEmailSentDate

  • Invoice.PaymentAmount

  • Invoice.PostedBy

  • Invoice.PostedDate

  • Invoice.RefundAmount

  • Invoice.Reversed

  • Invoice.Source

  • Invoice.SourceId

  • Invoice.Status

  • Invoice.TargetDate

  • Invoice.TaxAmount

  • Invoice.TaxExemptAmount

  • Invoice.TransferredToAccounting

  • Invoice.UpdatedById

  • Invoice.UpdatedDate

Invoice Item Adjustment Fields

  • InvoiceItemAdjustment.AccountId

  • InvoiceItemAdjustment.AccountingCode

  • InvoiceItemAdjustment.AdjustmentDate

  • InvoiceItemAdjustment.AdjustmentNumber

  • InvoiceItemAdjustment.Amount

  • InvoiceItemAdjustment.CancelledById

  • InvoiceItemAdjustment.CancelledDate

  • InvoiceItemAdjustment.Comment

  • InvoiceItemAdjustment.CreatedById

  • InvoiceItemAdjustment.CreatedDate

  • InvoiceItemAdjustment.Id

  • InvoiceItemAdjustment.InvoiceId

  • InvoiceItemAdjustment.InvoiceItemName

  • InvoiceItemAdjustment.InvoiceNumber

  • InvoiceItemAdjustment.ReasonCode

  • InvoiceItemAdjustment.ReferenceId

  • InvoiceItemAdjustment.ServiceEndDate

  • InvoiceItemAdjustment.ServiceStartDate

  • InvoiceItemAdjustment.SourceId

  • InvoiceItemAdjustment.SourceType

  • InvoiceItemAdjustment.Status

  • InvoiceItemAdjustment.TransferredToAccounting

  • InvoiceItemAdjustment.Type

  • InvoiceItemAdjustment.UpdatedById

  • InvoiceItemAdjustment.UpdatedDate

Payment Fields

  • Payment.AccountingCode

  • Payment.Amount

  • Payment.AppliedAmount

  • Payment.AppliedCreditBalanceAmount

  • Payment.AuthTransactionId

  • Payment.BankIdentificationNumber

  • Payment.CancelledOn

  • Payment.Comment

  • Payment.CreatedById

  • Payment.CreatedDate

  • Payment.Currency

  • Payment.EffectiveDate

  • Payment.Gateway

  • Payment.GatewayOrderId

  • Payment.GatewayResponse

  • Payment.GatewayResponseCode

  • Payment.GatewayState

  • Payment.Id

  • Payment.MarkedForSubmissionOn

  • Payment.PaymentNumber

  • Payment.ReferenceId

  • Payment.ReferencedPaymentID

  • Payment.RefundAmount

  • Payment.SecondPaymentReferenceId

  • Payment.SettledOn

  • Payment.SoftDescriptor

  • Payment.SoftDescriptorPhone

  • Payment.Source

  • Payment.SourceName

  • Payment.Status

  • Payment.SubmittedOn

  • Payment.TransferredToAccounting

  • Payment.Type

  • Payment.UnappliedAmount

  • Payment.UpdatedById

  • Payment.UpdatedDate

Refund Fields

  • Refund.AccountingCode
  • Refund.Amount
  • Refund.CancelledOn
  • Refund.Comment
  • Refund.CreatedById
  • Refund.CreatedDate
  • Refund.Gateway
  • Refund.GatewayResponse
  • Refund.GatewayResponseCode
  • Refund.GatewayState
  • Refund.Id
  • Refund.MarkedForSubmissionOn
  • Refund.MethodType
  • Refund.PaymentMethodId
  • Refund.ReasonCode
  • Refund.ReferenceID
  • Refund.RefundDate
  • Refund.RefundNumber
  • Refund.RefundTransactionTime
  • Refund.SecondRefundReferenceId
  • Refund.SettledOn
  • Refund.SoftDescriptor
  • Refund.SoftDescriptorPhone
  • Refund.SourceType
  • Refund.Status
  • Refund.SubmittedOn
  • Refund.TransferredToAccounting
  • Refund.Type
  • Refund.UpdatedById
  • Refund.UpdatedDate

Sold To Contact Fields

  • SoldToContact.AccountId
  • SoldToContact.Address1
  • SoldToContact.Address2
  • SoldToContact.City
  • SoldToContact.Country
  • SoldToContact.County
  • SoldToContact.CreatedById
  • SoldToContact.CreatedDate
  • SoldToContact.Description
  • SoldToContact.Fax
  • SoldToContact.FirstName
  • SoldToContact.HomePhone
  • SoldToContact.Id
  • SoldToContact.LastName
  • SoldToContact.MobilePhone
  • SoldToContact.NickName
  • SoldToContact.OtherPhone
  • SoldToContact.OtherPhoneType
  • SoldToContact.PersonalEmail
  • SoldToContact.PostalCode
  • SoldToContact.State
  • SoldToContact.TaxRegion
  • SoldToContact.UpdatedById
  • SoldToContact.UpdatedDate
  • SoldToContact.WorkEmail
  • SoldToContact.WorkPhone
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