{"id":101,"date":"2022-08-29T10:33:40","date_gmt":"2022-08-29T10:33:40","guid":{"rendered":"https:\/\/fieldax.com\/help\/?page_id=101"},"modified":"2023-11-03T18:08:52","modified_gmt":"2023-11-03T18:08:52","slug":"invoice","status":"publish","type":"page","link":"https:\/\/document.fieldax.com\/?page_id=101","title":{"rendered":"Invoice"},"content":{"rendered":"<p><strong>Description<\/strong><\/p>\n<p>An invoice is a document dispatched to your customer, detailing the quantity and cost of products or services rendered by your company during a specific visit. The invoice can be generated by either the engineer on-site or by the office team after the completion of the work.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/help.fieldax.com\/wp-content\/uploads\/2023\/11\/Invoice-Gif.gif\" alt=\"This image has an empty alt attribute; its file name is Invoice-Gif.gif\" \/><\/p>\n<h5><\/h5>\n<p><strong>Fields :<\/strong><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Field Label<\/b><\/td>\n<td><b>Data Type<\/b><\/td>\n<td><b>Description<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Invoice No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Auto Number<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Unique number for invoice<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Lookup<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Required &#8211; Customer whom the invoice is raised<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Job No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Lookup<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Required. Job number for which the invoice is created<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Lookup<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Contact person from customer company<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Copy Billing Address from Site<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Checkbox<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Checkbox to pull through the billing address from the customer automatically<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Location<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Lookup<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Customer location<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Status<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Picklist<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Required &#8211; Current status of the invoice<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Date<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Date<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Date invoice raised<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">PO Number<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Text<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Customer PO number, if any<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Terms<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Picklist<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Payment terms to collect the payment<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Due Date<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Date<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Required &#8211; Invoice due date<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Street<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Text Area(255)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Customer street<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">City<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Text(25)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Customer city<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">State<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Text(25)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Customer state<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Postal Code<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Text(50)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Customer postal code<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Country<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Text(255)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Customer Country<\/span><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Taxes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Formula (Currency)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Total taxes of all items<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Grand Total<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Formula (Currency)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Total without tax<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Payment Received<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Roll-Up Summary (SUM Payment)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Total paid<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Amount Due<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Formula (Currency)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Amount that is due with taxes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Notes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Long Text Area(32768)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Special notes to customer<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Description An invoice is a document dispatched to your customer, detailing the quantity and cost of products or services rendered by your company during a specific visit. The invoice can be generated by either the engineer on-site or by the office team after the completion of the work. Fields : Field Label Data Type Description&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-101","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/pages\/101","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=101"}],"version-history":[{"count":18,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/pages\/101\/revisions"}],"predecessor-version":[{"id":1004,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/pages\/101\/revisions\/1004"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=101"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}