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| == Fields == | | == Fields == |
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| * '''SaleNumber''' is an '''optional''' field which allows you to specify the invoice number.
| | The following fields allow you to import data. Fields that are mandatory are in '''bold'''. Fields that are optional are in ''italics''. |
| * '''CustomerPurchaseOrderNumber''' is an '''optional''' field which allows you to specify the customer purchase order number. | | |
| * '''SaleDate''' is a '''mandatory''' field which allows you to specify the date of the invoice. | | * ''SaleNumber'' |
| * '''PromisedDate''' is an '''optional''' field which allows you to specify the promised date. | | * ''CustomerPurchaseOrderNumber'' |
| * '''CustomerUID''' is a '''mandatory''' field which allows you to specify the UID of the customer. | | * '''SaleDate''' |
| * '''ShipToAddress''' is an '''optional''' field which allows you to specify the address on the invoice. | | * ''PromisedDate'' |
| * '''LinesType''' is an '''optional''' field which allows you to specify the type of the invoice line (''Transaction'', ''Header'', ''Subtotal''). | | * '''CustomerUID''' |
| * '''LinesDescription is a '''mandatory''' field which allows you to specify the description of the invoice line. | | * ''ShipToAddress'' |
| * '''LinesTotal''' is a '''mandatory''' field which allows you to specify the amount of the invoice line. | | * ''LinesType'' (possible values are ''Transaction'', ''Header'', ''Subtotal''). |
| * '''LinesAccountUID''' is a '''mandatory''' field which allows you to specify the UID of the account of the invoice line. | | * '''LinesDescription |
| * '''LinesJobUID''' is an '''optional''' field which allows you to specify the UID of the job of the invoice line. | | * '''LinesTotal''' |
| * '''LinesTaxCodeUID''' is a '''mandatory''' field which allows you to specify the UID of the tax code of the invoice line. | | * '''LinesAccountUID''' |
| * '''TermsPaymentIsDue''' is an '''optional''' field which allows you to specify the payment terms (''CashOnDelivery'', ''PrePaid'', ''InAGivenNumberOfDays'', ''OnADayOfTheMonth'', ''NumberOfDaysAfterEOM'', ''DayOfMonthAfterEOM'') | | * ''LinesJobUID'' |
| * '''TermsBalanceDueDate''' is an '''optional''' field which allows you to specify the balance due date. | | * '''LinesTaxCodeUID''' |
| * '''TermsDiscountDate''' is an '''optional''' field which allows you to specify the discount date. | | * ''TermsPaymentIsDue'' (possible values are ''CashOnDelivery'', ''PrePaid'', ''InAGivenNumberOfDays'', ''OnADayOfTheMonth'', ''NumberOfDaysAfterEOM'', ''DayOfMonthAfterEOM'') |
| * '''TermsDiscountForEarlyPayment''' is an '''optional''' field which allows you to specify the discount for early payment. | | * ''TermsBalanceDueDate'' (number of days until balance is due) |
| * '''TermsMonthlyChargeForLatePayment''' is an '''optional''' field which allows you to specify the charge for late payment. | | * ''TermsDiscountDate''' (number of days to receive discount) |
| * '''IsTaxInclusive''' is an '''optional''' field which allows you to specify the if the invoice is inclusive of tax. | | * ''TermsDiscountForEarlyPayment'' |
| * '''Freight''' is an '''optional''' field which allows you to specify the freight amount of the invoice. | | * ''TermsMonthlyChargeForLatePayment'' |
| * '''FreightTaxCodeUID''' is a '''mandatory''' field which allows you to specify the UID of the tax code used for freight. | | * ''IsTaxInclusive'' |
| * '''CategoryUID''' is an '''optional''' field which allows you to specify the UID of category or cost centre. | | * ''Freight'' |
| * '''SalespersonUID''' is an '''optional''' field which allows you to specify the UID of sales person or employee. | | * '''FreightTaxCodeUID''' (freight tax code must always be included even though freight might not apply) |
| * '''Comment''' is an '''optional''' field which allows you to specify the comment. | | * ''CategoryUID'' |
| * '''ShippingMethod''' is an '''optional''' field which allows you to specify the shipping method. | | * ''SalespersonUID'' |
| * '''JournalMemo''' is an '''optional''' field which allows you to specify the journal memo. | | * ''Comment'' |
| * '''ReferralSource''' is an '''optional''' field which allows you to specify the referral source. | | * ''ShippingMethod'' |
| * '''InvoiceDeliveryStatus''' is an '''optional''' field which allows you to specify the delivery status (''ToBePrinted'', ''ToBeEmailed'', ''ToBePrintedAndEmailed'', ''AlreadyPrintedOrSent''). | | * ''JournalMemo'' |
| * '''OrderUID''' is an '''optional''' field which allows you to specify the UID of the order this invoice is linked to. | | * ''ReferralSource'' |
| | * ''InvoiceDeliveryStatus'' (possible values are ''ToBePrinted'', ''ToBeEmailed'', ''ToBePrintedAndEmailed'', ''AlreadyPrintedOrSent'') |
| | * ''OrderUID'' |
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| == Notes == | | == Notes == |