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» Company E-mail Address: 


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




General Transactions

Custom field Option 1

«customfields» : This will list all the custom fields with their data.

Note: You need to select Print Custom Fields: in the Print Template advanced settings 

Custom field Option 2

«UDT:anything» You can create your own custom field

Example 1: Side Mark = «UDT:Side Mark» = { MERGEFIELD "UDT:Side Mark" \* MERGEFORMAT } 

Example 2: you have a customer filed called “P.O.” therefor your Custom Field merge tag will be «UDT:P.O.» = { MERGEFIELD UDT:P.O. \* MERGEFORMAT }

Step 1 - Right-Click on the filed you need to update

Step 2 - Select Toggle Field Code

Step 3 - Edit the Filed Name Now

Step 4 - Update the Field

«ShippingMethod» Shipping Via:
«PaymentTerm» Payment Term:
«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 logged-in user that is printing this.
«Division» Assigned Class to the Orders

«CurrentUser» Print user's Full Name that is printing the transaction

«CurrentDate» Timestamp of when the transaction is being printed

«ItemWeight» Total weight per item line (only for inventory and non-inventory items)

«TotalWeight» Total weight of the order (only for inventory and non-inventory items)


Customer Information

«CustomerBAddress» Customer Billing Address

«CustomerBCountry» Customer Billing Country
«CustomerPhoneNumber»  Customer Phone Number
«CustomerAltPhoneNumber» Customer Alternative Phone Number
«CustomerSAddressName» Customer Shipping Address Name
«CustomerSAddress» Customer Shipping Address

«CustomerSCountry» Customer Shipping Country

«CustomerAccountNumber» Customer Account Number
«Contact» Customer Contact


Items General (used in all customers and vendors transactions)


«ItemUnitDetail» When you use multiple levels of units of measures  

«ItemQuantityDetail»   When you use multiple levels of units of measures

«ItemUnitOfMeasureDetail»  When you use multiple levels of units of measures «ItemOrdered» Only Used in Invoice

«ItemBackordered» Only Used in the invoice






Sales Order




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

«CustomerBalance» Customer balance inclding the current invoice

«CustomerPreviousBalance» Customer balance minus the balance of this invoice.


Quick Sales 


Customer Credit Memo

«RemainingCredit» Remaining Credit (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» Vendor Billing Address

«VendorBCountry» Vendor Billing Country
«VendorSAddressName» Vendor Shipping Address Name
«VendorSAddress» Vendor Shipping Address 

«VendorSCountry» Vendor Shipping Country


Purchase Order



Receive Items






Vendor Credit Memo


How to show negative currency - Currency Formatting

Example use

{ MERGEFIELD Amount\# "$#,##0.00; $-#,##0.00" MERGEFORMAT }

to show $-500.00


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