Sales invoice customisation using FAS 3 Desktop cloud (BAS Off) file

This video demonstrates how to customise your sales invoice using FAS 3 Desktop, where you have a cloud hosted business i.e. a BAS Off business. The same techniques can be used to customise other document types as well.

Field names

The fields that you can use on the document are:

Transaction level fields

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

Counterparty

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

Transaction line level fields

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