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Details

This will retrieve the type of account (i.e. Accounts Receivable) that the invoice or credit note will be deposited or withdrawn from.

This will retrieve the ID of the account that invoiced amounts will be deposited to or from which the credit note amounts will be withdrawn from.

This will retrieve the name of the person who authorised the invoice/credit note.

This will retrieve the date that the invoice was created as displayed on the Invoice Detail Screen.

This will retrieve the Authorised Rep assigned

to this invoice entered on the Invoice Detail screen.

This will retrieve the base broker fee amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base broker fee GST amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base fire services levy GST amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base fire services levy amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base insurer levy amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base insurer levy GST amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base overseas tax amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base overseas tax GST amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base premium amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the GST amount for the base premium from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base stamp duty amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the GST amount for the base stamp duty from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base fee amount within the premium from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the base fee amount within the premium GST from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the text of the class of the invoice/credit note as displayed on the Invoice/Credit Note detail screen.

This will retrieve the name of the client as displayed on the invoice/credit note detail screen.

This will retrieve the Commission amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the GST on commission amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the commission plus GST calculated amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the Deduction amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail Screen.

This will retrieve the Deduction GST amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail Screen.

This will retrieve the Deduction plus GST calculated amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail Screen.

This will retrieve the Gross Premium amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the Gross Amount Including a Credit Card Fee.  This is calculated from the Gross amount multiplied by the CC Fee entered as the system default.

This will retrieve the Gross Amount Including another Credit Card Fee.  This is calculated from the Gross amount multiplied by the CC Fee 2 entered as the system default.

This will retrieve the name of the Insurer selected for the invoice/credit note on the Invoice/Credit Note Detail screen.

This will retrieve the Introducer entered on the Invoice Detail Screen

This will retrieve the Invoice/Credit Note Date on the invoice/credit note on the Invoice/Credit Note Detail screen.  This is default to the current day that the invoice/credit note was created.

This will retrieve the due date of the invoice payment as displayed on the Invoice/Credit Note detail screen.

This will retrieve the ID assigned to the invoice on the Invoice Detail screen.  Alternately, it will retrieve the ID assigned to the credit note on the Credit Note Detail screen.

This will retrieve the Invoice No assigned to this invoice on the Invoice Detail screen.  Alternatively, this will retrieve the Credit Note No assigned to the credit note on the Credit Note Detail screen.

This will retrieve the previously used number to populate the invoice/credit note number field.

This will retrieve the Net Premium amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the Net GST amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the note added to the invoice or credit note on the Invoice/Credit Note detail screen.

This will retrieve true if the Invoice/Credit Note has been paid.

This will retrieve the date of the Period Close of the Invoice/Credit Note.

This will retrieve the Base Premium amount of the policy related to this invoice/credit note. This can only be used within an Invoice Policy repeat type.

This will retrieve the brief description of the policies related to this invoice/credit note.  This can only be used within an Invoice Policy repeat type.

This will retrieve the broker policy reference of the policies related to this invoice/credit note.  This can only be used within an Invoice Policy repeat type.

This will retrieve the gross premium of the policies related to this invoice/credit note.  This can only be used within an Invoice Policy repeat type.

This will retrieve the ID of the policies related to this invoice/credit note.  This can only be used within an Invoice Policy repeat type.

This will retrieve the name of the product type selected for the policies related to this invoice/credit note.  This can only be used within an Invoice Policy repeat type.

This will retrieve the ABN of the insurer listed under the policy transaction tab that  was entered in the Insurer Detail screen.

This will retrieve the AFS licence of the insurer listed under the policy transaction tab that was entered in the Insurer Detail screen.

This will retrieve the Insurer's name that relates to the invoice/credit note and the policy that the transaction pertains to.

This will retrieve the Insurer's primary address that relates to the invoice/credit note and the policy that the transaction pertains to.

This will retrieve the Insurer's primary country that relates to the invoice/credit note and the policy that the transaction pertains to.

This will retrieve the Insurer's reference number that relates to the invoice/credit note and the policy that the transaction pertains to.

This will retrieve the Insurer's short name that relates to the invoice/credit note and the policy that the transaction pertains to.

This will retrieve the Insurer's short name that relates to the invoice/credit note and the policy that the transaction pertains to.

This will retrieve the Quotation IDs associated with this invoice/credit note separated by a semi-colon.

This will retrieve the Source of the Invoice (direct or broker) as set in the Invoice Detail Screen.

This will retrieve the status of the invoice or credit note (i.e. Completed, In Progress, Ready For Printing) selected on the Invoice/Credit Note Detail screen.

This will retrieve the number of days by which the invoice needs to be paid.

This will retrieve the total GST amount from the Invoice/Credit Note Totals table on the Invoice/Credit Note Detail screen.

This will retrieve the type of this transaction (i.e. invoice or credit note).