Company Information

«CompanyName» or «CompanyLocationName» YourCompany Name
«CompanyAddress» or «CompanyLocationAddress» Company Address «Image:CompanyLogo» Company Logo Image
«CompanyPhoneNumber» or «CompanyLocationPhoneNumber» Company Phone Number:
«CompanyFaxNumber» or «CompanyLocationFaxNumber» Company Fax Number:
«CompanyEmail» or «CompanyLocationEmail» CompanyE-mail Address: 

This section is for specific Site(location) when you have multiple warehouse (site locations)
Used in:Quote,Sales Orders, Invoice, Quick Sale, Customer Credit Memo, Purchase Order,Bill, Vendor Credit Memo 


General Transactions

This will list all the custom fields with their data.Note: you need to select Print Custom Fields: in the PrintTemplate advanced settings 

«ANYTHING» You can create your own custom filed

Example1: you have a customer filed called “Claim Number” therefor your Custom Filed merge tag will be «Claim» = . { MERGEFIELDClaim Number\* MERGEFORMAT }

Example2: P.O./SideMark = «P.O./Side»= { MERGEFIELDP.O./Side Mark\* MERGEFORMAT } 

«ShippingMethod» ShippingVia:
«PaymentTerm» PaymentTerm:
«OrderedBy» Used in Vendor Transactions Section.Used as user made the transaction
«SalesPerson» Used in All Customer Transactions (Quote, Sales Order, Invoice, QuickSales, Customer Credit Memo)
«CurrentUser», «CurrentDate» Example: Printed by «CurrentUser», «CurrentDate» this is the loged in user that is printing this. 


Customer Information

«CustomerBAddress» CustomerBilling Address
«CustomerAltPhoneNumber» CustomerAlternative Phone Number
«CustomerSAddressName» CustomerShipping Address Name
«CustomerSAddress» CustomerShipping Address 


Items General (used in all customers and vendors transactions)

«ItemOrdered» OnlyUsed in Invoice
«ItemBackordered» OnlyUsed in invoice 





Sales Order




This is a Sale Order Number: that invoices converted from.
Date: «InvoiceDate»  
«PaymentsApplied» TotalApplied Credits


Quick Sales 


Customer Credit Memo

«RemainingCredit» RemainingCredit (unused amount) 

Customer Statement

«CurrentDue» CurrentDue:
«Range1_30» 1-30Days Past Due:
«Range31_60» 31-60Days Past Due:
«Range61_90» 61-90 Days Past Due:
«RangeOver90» 90+Days Past Due: 



«VendorBAddress» VendorBilling Address
«VendorSAddressName» VendorShipping Address Name
«VendorSAddress» VendorShipping Address 


Purchase Order



Receive Items






Vendor Credit Memo



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