This video demonstrates how to customise your sales invoice to show quantity and rate columns. Note that this only applies when you have a BAS Off (cloud) hosted file.
You can download the template sales invoice with quantity and rate columns by clicking here: template_sales_invoice_quantity.odt
The fields that you can use on the document are:
| Field | Description |
|---|---|
| documentNumber | The document number/reference |
| transactionDate | The transaction date formatted as DD MMM YYYY |
| documentHeading | A heading such as Tax Invoice |
| documentType | The document type, e.g. Invoice, can be used in the text Invoice number or invoice reference |
| businessFullAddress | The full address of your business. It may be better to simply embed this in your custom template so that you get full control of the formatting rather than use this field. |
| businessPostalAddress/Line1T | First line of your business address |
| businessPostalAddress/Line2T | Second line of your business address |
| businessPostalAddress/LocalityNameT | Your business address locality |
| businessPostalAddress/PostcodeT | Your business address post code |
| businessPostalAddress/StateOrTerritoryC | Your business address state |
| totalAmount | Total invoice amount with no formatting |
| totalAmountDollarSign | Total invoice amount formatted |
| totalProvisionAmount | Total provision amount, not formatted. Note for GST use gstTaxable/totalProvisionAmount |
| totalProvisionAmountDollarSign | Total provision amount, formatted. Note for GST use gstTaxable/totalProvisionAmountDollarSign |
| totalNetAmount | Total net amount, not formatted. Note for GST use gstTaxable/totalNetAmount |
| totalNetAmountDollarSign | Total net amount, formatted. Note for GST use gstTaxable/totalNetAmountDollarSign |
| provisionAmountRev | The negative total provision amount, not formatted. Note for GST use gstTaxable/totalProvisionAmountRev |
| totalProvisionAmountRevDollarSign | The negative total provision amount, not formatted. Note for GST use gstTaxable/totalProvisionAmountRevDollarSign |
| Field | Description |
|---|---|
| counterparty/counterpartyFullAddress | The full address of the counterparty |
| counterparty/counterpartyAddress/addressLine1 | Address line 1 for the counterparty |
| counterparty/counterpartyAddress/addressLine2 | Address line 2 for the counterparty |
| counterparty/counterpartyAddress/addressLocality | The countarparty’s address locality |
| counterparty/counterpartyAddress/addressState | The countarparty’s address state |
| counterparty/counterpartyAddress/addressPostcode | The countarparty’s address post code |
| Field | Description |
|---|---|
| transactionLine/netAmount | Amount net of any tax amounts (tax amounts include all provisions not just GST) |
| transactionLine/netAmountDollarSign | Amount net of any tax amounts formatted (tax amounts include all provisions not just GST) |
| transactionLine/amount | The amount including any tax |
| transactionLine/amountDollarSign | The amount including any tax formatted |
| transactionLine/provisionAmount | The tax amount |
| transactionLine/provisionAmountDollarSign | The tax amount formatted |
| transactionLine/provisionAmountRev | The tax amount with the sign reversed |
| transactionLine/provisionAmountRevDollarSign | The tax amount with the sign reversed, formatted |
| transactionLine/gstTaxable/netAmount | The amount net of gst. i.e. net of the provision amount where the provision amount is GST |
| transactionLine/gstTaxable/netAmountDollarSign | The amount net of gst formatted. i.e. net of the provision amount where the provision amount is GST |
| transactionLine/gstTaxable/amountDollarSign | The amount formatted |
| transactionLine/gstTaxable/provisionAmount | The tax amount where the tax amount is GST |
| transactionLine/gstTaxable/provisionAmountRev | The negative of the tax amount where the tax amount is GST |
| transactionLine/gstTaxable/provisionAmountDollarSign | The tax amount formatted where the tax amount is GST |
| transactionLine/startDateTime | Start date and time |
| transactionLine/endDateTime | End date and time |
| transactionLine/startDate | Start date |
| transactionLine/startTime | Start time |
| transactionLine/startTime12Hour | Start time formatted to 12 hour format |
| transactionLine/endDate | End date |
| transactionLine/endTime | End time |
| transactionLine/endTime12Hour | End time formatted in 12 hour format |
| transactionLine/quantity | Quantity |
| transactionLine/workedTime | Worked time (the quantity formatted as a time) |
| transactionLine/quantityWorkedTime | Worked time (the quantity formatted as a time) |
| transactionLine/breakTime | The break time calculated as quantity less (end - start time) |
| transactionLine/account/paymentDeductionType | earnings, deduction, receivable, payable, time, other |
| transactionLine/account/accountName | The account name |
| transactionLine/lineComment | The line comment, adds a bracketed quantity and rate if present |
| transactionLine/lineCommentOnly | The line comment only does not add quantity and rate |
| transactionLine/lineCommentAccountName | The line comment but if blank defaults to the account name |
| transactionLine/accountNameBracketLineComment | The account name and then the line comment in brackets |
| transactionLine/accountNameDashLineComment | The account name and then a dash and then the line comment |
| transactionLine/rate | The rate including taxes |
| transactionLine/rateTwoDP | The rate to two decimal places |
| transactionLine/rateDPDollarSign | The rate formatted |
| transactionLine/rateTwoDPDollarSign | The rate to 2 decimal places formatted |
| transactionLine/netRate | The rate excluding taxes |
| transactionLine/netRateTwoDP | The rate excluding taxes to two decimal places |
| transactionLine/netRateDollarSign | The rate excluding taxes formatted |
| transactionLine/netRateTwoDPDollarSign | The rate excluding taxes formatted to 2 decimal places |
| transactionLine/gstTaxable/netRate | The rate excluding taxes, but only where the tax is GST |
| transactionLine/gstTaxable/netRateTwoDP | The rate excluding taxes to two decimal places, but only where the tax is GST |
| transactionLine/gstTaxable/netRateDollarSign | The rate excluding taxes formatted, but only where the tax is GST |
| transactionLine/gstTaxable/netRateTwoDPDollarSign | The rate excluding taxes formatted to 2 decimal places, but only where the tax is GST |