Standard Invoice PDF/HTML Template

Note:

The list in this reference topic isn't exhaustive. The fields and sublists available in advanced PDF/HTML templates depend on the features you enable in your account and any custom fields you create. Therefore, the list may include fields that aren't available in your account, and at the same time it may not include all fields that you can access.

You can view the fields and sublists available for a specific template in the Field selector in the advanced templates editor. For more information, see Adding and Removing Fields in Advanced Templates.

The fields and sublists available in the Standard Invoice PDF/HTML Template template are listed below.

Record – record

The following fields are available for the Record record.

Name	Type	ID
Account	select	account
Acct. No.	text	accountnumber
Add Charges	select	whichchargestoadd
Amount	currency	expcostdiscamount
Amount	currency	itemcostdiscamount
Amount	currency	timediscamount
As of Date	date	asofdate
Balance	currency	balance
Base Currency	checkbox	isbasecurrency
Bill To	address	billaddress
Bill To Select	select	billaddresslist
Billing Address	address	billingaddress_text
Billing Address City	text	billcity
Billing Address Country	text	billcountry
Billing Address Line 1	text	billaddr1
Billing Address Line 2	text	billaddr2
Billing Address Line 3	text	billaddr3
Billing Address State	text	billstate
Billing Address Zip Code	text	billzip
Billing Addressee	text	billaddressee
Billing Attention	text	billattention
Billing Phone	text	billphone
Can have stackable promotions	checkbox	canhavestackable
Class	select	class
Coupon Code	select	couponcode
Currency	select	currency
Currency	text	currencyname
Currency Symbol	text	currencysymbol
Custom Form	select	customform
Customer	select	entity
Customer Message	textarea	message
Customer Tax Reg. Number	select	entitytaxregnum
Date	date	trandate
Department	select	department
Disc. Amt.	currency	discountamount
Disc. Date	date	discountdate
Discount Item	select	discountitem
Discount Item	currency	discounttotal
Discount/Markup	select	expcostdiscount
Discount/Markup	select	itemcostdiscount
Discount/Markup	select	timediscount
Due Date	date	duedate
End Date	date	enddate
Est. Extended Cost	currency	totalcostestimate
Est. Gross Profit	currency	estgrossprofit
Est. Gross Profit Percent	percent	estgrossprofitpercent
Exchange Rate	currency2	exchangerate
Exclude Commissions	checkbox	excludecommission
Exclude from GL Audit Numbering	checkbox	excludefromglnumbering
ExternalId	text	externalid
FOB	text	fob
Generate TranId on Save	checkbox	generatetranidonsave
Gift Certificate	currency	giftcertapplied
Internal ID	text	id
Invoice #	text	tranid
Job	select	job
Lead Source	select	leadsource
Location	select	location
Memo	text	memo
Nexus	select	nexus
Nexus Override	checkbox	taxregoverride
Opportunity	select	opportunity
PO #	text	otherrefnum
Partner	select	partner
Payment Custom Data	longtext	paymentcustomdata
Posting Period	select	postingperiod
Print	checkbox	expcostdiscprint
Print	checkbox	itemcostdiscprint
Print	checkbox	timediscprint
Project	text	project
Promo Code	text	muccpromocodeinstance
Promo Code	text	promocodepluginimpl
Promotion	select	promocode
Rate	rate	discountrate
Rate	rate	expcostdiscrate
Rate	rate	itemcostdiscrate
Rate	rate	timediscrate
Sales Effective Date	date	saleseffectivedate
Sales Rep	select	salesrep
Select Message	select	messagesel
Ship Date	date	shipdate
Ship To	address	shipaddress
Ship To Select	select	shipaddresslist
Ship Via	select	shipmethod
Shipping Address	address	shippingaddress_text
Shipping Address City	text	shipcity
Shipping Address Country	text	shipcountry
Shipping Address Line 1	text	shipaddr1
Shipping Address Line 2	text	shipaddr2
Shipping Address Line 3	text	shipaddr3
Shipping Address State	text	shipstate
Shipping Address Zip Code	text	shipzip
Shipping Addressee	text	shipaddressee
Shipping Attention	text	shipattention
Shipping Cost	currency	shippingcost
Shipping Cost Overridden	text	shippingcostoverridden
Shipping Phone	text	shipphone
Shipping Tax Amount	currency	shippingtaxamount
Shipping address is residential	text	billisresidential
Shipping address is residential	text	shipisresidential
Start Date	date	startdate
Stored tax reference for update	text	taxreferencetobeupdated
Submission Id	text	bulksubmissionid
Subsidiary	select	subsidiary
Subsidiary Tax Reg. Number	select	subsidiarytaxregnum
Subtotal	currency	subtotal
Tax	currency	taxtotal
Tax Details Override	checkbox	taxdetailsoverride
Tax Strategy Used	text	taxstrategyused
Taxes Dirty	checkbox	taxesdirty
Terms	select	terms
To Be E-mailed	checkbox	tobeemailed
To Be Faxed	checkbox	tobefaxed
To Be Printed	checkbox	tobeprinted
Total	currency	total
Total After Taxes	currency	totalaftertaxes
Tracking #	text	linkedtrackingnumbers
Transaction Number	text	transactionnumber
Unbilled Orders	currency	unbilledorders

Sublists

The following sublists are available for the Record record.

To add a sublist to your template, use the record and the sublist, for example, customer.addressbook. For information about adding sublists to a template, see Sublists and Other Lists.

• The accountingbookdetail sublist has the following fields:

  Name	Type	ID
  Base Currency	select	currency
  Exchange Rate	currency2	exchangerate
  Secondary Book	select	accountingbook

• The expcost sublist has the following fields:

  Name	Type	ID
  Apply	checkbox	apply
  Bill Amount	currency	amount
  Category	text	categorydisp
  Class	select	class
  Date	date	billeddate
  Department	select	department
  Employee	text	employeedisp
  Gross Amount	currency	grossamt
  Location	select	location
  Memo	text	memo
  Original Amount	currency	originalamount
  Tax Amount	currency	taxamount
  Tax Details Reference	text	taxdetailsreference

• The item sublist has the following fields:

  Name	Type	ID
  Amount	currency	amount
  Charge	text	charge
  Charge Type	text	chargetype
  Charges	multiselect	charges
  Description	textarea	description
  Direct Revenue Posting	text	directrevenueposting
  Gross Amt	currency	grossamt
  Item	select	item
  Item Type	text	itemtype
  Item subtype	text	itemsubtype
  License Code	textarea	licensecode
  Line Number	integer	linenumber
  Matrix Type	text	matrixtype
  Minimum Quantity	float	minqty
  Options	namevaluelist	options
  Print Items	text	printitems
  Quantity	float	quantity
  Rate	rate	rate
  Tax Amount	currency	taxamount
  Tax Details Reference	text	taxdetailsreference
  Tax Rate	percent	taxrate
  Units	select	units

• The itemcost sublist has the following fields:

  Name	Type	ID
  Apply	checkbox	apply
  Class	select	class
  Date	date	billeddate
  Department	select	department
  Description	text	memo
  Gross Amount	currency	grossamt
  Item	text	itemdisp
  Location	select	location
  Options	namevaluelist	options
  Qty	text	itemcostcount
  Rate	currency2	cost
  Tax Amount	currency	taxamount
  Tax Details Reference	text	taxdetailsreference
  Total	currency	amount
  Units	text	unitdisp

• The taxdetails sublist has the following fields:

  Name	Type	ID
  Details	textarea	calcdetail
  Gross Amount	currency	grossamount
  Line Number	posinteger	linenumber
  Line type	text	linetype
  Name	text	linename
  Net Amount	currency	netamount
  Tax Amount	currency	taxamount
  Tax Basis	currency	taxbasis
  Tax Code	select	taxcode
  Tax Details Reference	text	taxdetailsreference
  Tax Rate	percent	taxrate
  Tax Type	select	taxtype

• The time sublist has the following fields:

  Name	Type	ID
  Amount	currency	amount
  Apply	checkbox	apply
  Class	select	class
  Date	date	billeddate
  Department	select	department
  Description	text	memo
  Employee	text	employeedisp
  Gross Amount	currency	grossamt
  Hours	text	quantity
  Item	text	itemdisp
  Location	select	location
  Rate	currency2	rate
  Tax Amount	currency	taxamount
  Tax Details Reference	text	taxdetailsreference
  Units	text	unitdisp

Company Information – companyinformation

The following fields are available for the Company Information record.

Name	Type	ID
Account ID	text	companyid
Account ID	text	prevparent
Address	text	addresstext
Address	text	mainaddress_text
Allowed IP Addresses	text	ipaddressrules
Always Display Subsidiary Name	checkbox	showsubsidiaryname
Company Logo (Forms)	text	formlogo
Company Logo (Pages)	text	pagelogo
Company Name	text	companyname
Country	text	country
County/State/Province	text	dropdownstate
County/State/Province	text	state
Currency	text	basecurrency
Customer Center Login	text	customersurl
Display Logo Internally	checkbox	displaylogointernally
Document Number Prefix	text	tranprefix
Edition	text	edition
Elimination	checkbox	iselimination
Email Address	text	adminemail
External Forms	text	formsurl
ExternalId	text	externalid
Fax	text	fax
First Fiscal Month	text	fiscalmonth
Fiscal Calendar	text	fiscalcalendar
Intercompany Account	text	intercoaccount
Internal ID	text	id
Legal Name	text	legalname
Name	text	name
NetSuite UI	text	appurl
Rest (RESTlets)	text	restleturl
Return Address	text	returnaddress_text
Return Email Address	text	email
Shipping Address	text	shippingaddress_text
Subsidiary is Inactive	checkbox	isinactive
Subsubsidiary of	text	parent
SuiteAnalytics Connect (ODBC)	text	odbcurl
SuiteTalk (web services)	text	suitetalkurl
Tax Fiscal Calendar	text	taxfiscalcalendar
Time Zone	text	timezone
Web Site	text	url

Subsidiary – subsidiary

The following fields are available for the Subsidiary record.

Name	Type	ID
Account ID	select	prevparent
Address	address	mainaddress_text
Allow Customer Override	checkbox	issuecustomernotificationoverride
Always Display Subsidiary Name	checkbox	showsubsidiaryname
Balance Sheet Closing Account	select	bsclosingacct
Balance Sheet Opening Account	select	bsopeningacct
CSV column delimiter	select	CSV_COLUMN_DELIMITER
CSV decimal delimiter	select	CSV_DECIMAL_DELIMITER
Calendar System	select	CALENDARSYSTEM
Check Default Chart Type	select	checklayout
Country	select	country
Create Balance Sheet Closing and Opening Journals	checkbox	enablebscloseandopen
Create Income Summary Journals	checkbox	enableincomesummarystep
Create Period End Journals By Segment	checkbox	createpejebysegment
Currency	text	currency
Customer Center Email Template	select	CUSTCENTEREMAILTEMPLATE
Customer Template	select	issuecustomertemplate
Date Format	select	DATEFORMAT
Default Account for Corporate Card Expenses	select	DEFAULTACCTCORPCARDEXP
Default Advance to Apply Account for Expense Reports	select	DEFAULT_ADVANCE_ACCT_FOR_EXPREPT
Default Case Profile	select	defaultcaseprofile
Default Check Type	select	CHECKTYPE
Default Payable Account for Expense Reports	select	DEFAULTAPACCOUNTFOREXPREPT
Document Number Prefix	text	tranprefix
Edition	text	edition
Elimination	checkbox	iselimination
Employee Template	select	issueemployeetemplate
Enable Period End Journal Entries	checkbox	enableperiodendjournals
ExternalId	text	externalid
Fax	text	fax
First Day of Week	select	FIRSTDAYOFWEEK
Fiscal Calendar	select	fiscalcalendar
GL Impact Locking	checkbox	glimpactlocking
Income Summary Loss Account	select	islossacct
Income Summary Profit Account	select	isprofitacct
Intercompany Account	select	intercoaccount
Internal ID	text	id
Language	select	languagelocale
Legal Name	text	legalname
Long Date Format	select	LONGDATEFORMAT
Name	text	name
Negative Number Format	select	NEGATIVE_NUMBER_FORMAT
Number Format	select	NUMBERFORMAT
Partner Center Email Template	select	PARTCENTEREMAILTEMPLATE
Phone Number Format	select	PHONEFORMAT
Require Memo on Period End Journals	checkbox	requirepejememo
Return Address	address	returnaddress_text
Return Email Address	email	email
Round Time Entry Duration	select	roundtime
Search Sorting	select	SEARCHSORTING
Send Customer Notifications When	select	issuecustomernotification
Shipping Address	address	shippingaddress_text
Spelling Locale	select	SPELL_LOCALE
State/Province	select	dropdownstate
State/Province	text	state
Subsidiary Logo (Forms)	select	logo
Subsidiary Logo (Pages)	select	pagelogo
Subsidiary is Inactive	checkbox	isinactive
Subsubsidiary of	select	parent
Tax Fiscal Calendar	select	taxfiscalcalendar
Time Format	select	TIMEFORMAT
Time Zone	select	TIMEZONE
Use In-Transit Vendor Payments By Default	checkbox	DEFAULTVENDORPAYMENTTYPE
User Access Email Template	select	EMAILACCESSTEMPLATE
Vendor Bill - Item Receipt Amount Tolerance	posfloat	receiptamount
Vendor Bill - Item Receipt Quantity Difference	posfloat	receiptquantitydiff
Vendor Bill - Item Receipt Quantity Tolerance	posfloat	receiptquantity
Vendor Bill - Purchase Order Amount Tolerance	posfloat	purchaseorderamount
Vendor Bill - Purchase Order Quantity Difference	posfloat	purchaseorderquantitydiff
Vendor Bill - Purchase Order Quantity Tolerance	posfloat	purchaseorderquantity
Vendor In-Transit Payment Account	select	VENDORITPACCOUNT
Web Site	text	url

Sublists

The following sublists are available for the Subsidiary record.

To add a sublist to your template, use the record and the sublist, for example, customer.addressbook. For information about adding sublists to a template, see Sublists and Other Lists.

• The accountingbookdetail sublist has the following fields:

  Name	Type	ID
  Base Currency	select	currency
  Enable Period End Journal Entries	checkbox	enableperiodendjournals
  Secondary Book	select	accountingbook
  Status	select	bookstatusname

• The classtranslation sublist has the following fields:

  Name	Type	ID
  Language	text	language
  Name	text	name

• The taxregistration sublist has the following fields:

  Name	Type	ID
  Country	select	nexuscountry
  Effective From	date	effectivefrom
  Nexus	select	nexus
  Tax Agency	select	taxagency
  Tax Engine	select	taxengine
  Tax Reg. Number	text	taxregistrationnumber
  Valid Until	date	validuntil

User – user

The following fields are available for the User record.

Name	Type	ID
Alt. Email	text	altemail
Email	text	email
First Name	text	firstname
Last Name	text	lastname
Middle Name	text	middlename
Phone	text	phone

Preference – preferences

The following fields are available for the Preference record.

Name	Type	ID
Bar Code	checkbox	print_barcodes
Name for Case	text	naming_case
Name for Customer	text	naming_customer
Name for Lead	text	naming_lead
Print Accounts on Vouchers	checkbox	voucheraccount
Print Business Number on Forms	checkbox	printfednum
Print Discount and Shipping Lines in Columns	checkbox	inlinediscountshipping
Print Remittance Form with {#Invoices#} & Statements	checkbox	remittanceform
Print Return Form with Packing Slip	checkbox	returnform
Print Separate Voucher for {#Bill#} {#Payments#}	checkbox	paymentvouchers
Print Transaction Forms Landscape	checkbox	formlandscape
Time Zone	text	timezone
Use Multiple Versions and Builds	checkbox	issue_multiple_versions
Use {#Location#} Address on Forms	checkbox	printlocaddress
{#Customers#} Default to Print Transactions	checkbox	customerprinttransactions
{#Vendors#} Default to Print Transactions	checkbox	vendorprinttransactions

General Notices