List of invoice template merge fields

VOGSY provides a set of merge fields that you can use as part of an invoice template. The merge fields are mapped to project data. When the invoice is generated, the merge fields will be replaced with the associated data from the associated project. For example, client_name will be replaced with the name that is set in the Client field on the project’s Project page.

Here is a sample invoice template, which uses quite a few merge fields:

As the sample illustrates, each merge field must be placed between double braces.

Here is the complete list of merge fields that you can use to customize an invoice template:

Variable Data source

Variable	Data source
`document_description`	Type of invoice: Draft, Invoice, or Credit invoice.
`invoice_heading`	Heading for invoice field from the Languages back office module.
`invoice_number`	Generated by VOGSY.
`invoice_date`	Generated by VOGSY.
`due_date`	Due date for payment of the invoice. Generated by VOGSY based on the `payment_condition`.
`invoice_description`	The extra text that you specify in ‘Draft invoices’.
`project_description`	Project name field on the Project page
`debtor_number`	Debtor number field on the Organization page
`client_name`	Client field on the Project page
`organization_name`	Organization name field on the Organization page
`organization_vat_number`	VAT number field on the Organization page
`total_vat`	Calculated by VOGSY.
`total_tax`	Calculated by VOGSY.
`subtotal`	Total amount of the previously listed deliverables or costs. Calculated by VOGSY.
`total`	Total amount of all deliverables and costs. Calculated by VOGSY.
`payment_condition`	Payment condition field on the Organization page. See Payment conditions for more information.
`invoice_address`	Address field on the Organization page
`approved_by_name`	Generated by VOGSY
`approval_date`	Generated by VOGSY
`po_number`	PO number field on the Project page
`currency_symbol`	Currency field on the Project page
`line_description`	Title field on the Deliverable page
`quantity`	This might refer to the number of hours registered by the resource against this deliverable, or it might refer to an allotment of materials used for the deliverable. Only applies to Time and Materials deliverables.
`price`	This might refer to the hourly rate of the resource, or it might refer to the unit price of the allotment of materials. Only applies to Time and Materials deliverables.
`amount`	This equals the quantity times the price. Generated by VOGSY.
`discount_percentage`	Discount % field on the Deliverable page or the Project page. Only visible if you select the Add discount/surcharge checkbox.
`discount_amount`	Calculated by VOGSY based on the `discount_percentage`.
net_amount	The price after subtracting the `discount_amount`. Calculated by VOGSY.
`discount_description`	Discount description field on the Deliverable page or the Project page. Only visible if you select the Add discount/surcharge checkbox.
`vat_desc`	Description field on the appropriate sales tax type on the VAT types back office module. See Sales tax types for more information.
`tax_desc`	Description field on the appropriate sales tax type on the VAT types back office module. See Sales tax types for more information.
`vat_amount`	Calculated by VOGSY based on the option set in the VAT type field on the customer’s Organization page.
`tax_amount`	Calculated by VOGSY based on the option set in the VAT type field on the customer’s Organization page.
`net_amount`	The price after subtracting the `vat_amount` or `tax_amount`.
`print_date`	Generated by VOGSY
`project_manager`	Generated by VOGSY from the Project page based on the project team
`line_total`	Calculated by VOGSY
`project_order_value`	Order value from the project card
`project_client_name`	Client field on the Project page
`quote_date`	Generated by VOGSY
`contact_name`	Generated by VOGSY from the Project page
`quote_number`	Generated by VOGSY
`organization_address`	Address, Zip Code, City, and Country fields from the customer’s Organization page.
`account_manager`	Account manager from the customer’s Organization page.

document_description

Type of invoice: Draft, Invoice, or Credit invoice.

invoice_heading

Heading for invoice field from the Languages back office module.

invoice_number

Generated by VOGSY.

invoice_date

Generated by VOGSY.

due_date

Due date for payment of the invoice. Generated by VOGSY based on the payment_condition.

invoice_description

The extra text that you specify in ‘Draft invoices’.

project_description

Project name field on the Project page

debtor_number

Debtor number field on the Organization page

client_name

Client field on the Project page

organization_name

Organization name field on the Organization page

organization_vat_number

VAT number field on the Organization page

total_vat

Calculated by VOGSY.

total_tax

Calculated by VOGSY.

subtotal

Total amount of the previously listed deliverables or costs. Calculated by VOGSY.

total

Total amount of all deliverables and costs. Calculated by VOGSY.

payment_condition

Payment condition field on the Organization page. See Payment conditions for more information.

invoice_address

Address field on the Organization page

approved_by_name

Generated by VOGSY

approval_date

Generated by VOGSY

po_number

PO number field on the Project page

currency_symbol

Currency field on the Project page

line_description

Title field on the Deliverable page

quantity

This might refer to the number of hours registered by the resource against this deliverable, or it might refer to an allotment of materials used for the deliverable. Only applies to Time and Materials deliverables.

price

This might refer to the hourly rate of the resource, or it might refer to the unit price of the allotment of materials. Only applies to Time and Materials deliverables.

amount

This equals the quantity times the price. Generated by VOGSY.

discount_percentage

Discount % field on the Deliverable page or the Project page. Only visible if you select the Add discount/surcharge checkbox.

discount_amount

Calculated by VOGSY based on the discount_percentage.

net_amount

The price after subtracting the discount_amount. Calculated by VOGSY.

discount_description

Discount description field on the Deliverable page or the Project page. Only visible if you select the Add discount/surcharge checkbox.

vat_desc

Description field on the appropriate sales tax type on the VAT types back office module. See Sales tax types for more information.

tax_desc

Description field on the appropriate sales tax type on the VAT types back office module. See Sales tax types for more information.

vat_amount

Calculated by VOGSY based on the option set in the VAT type field on the customer’s Organization page.

tax_amount

Calculated by VOGSY based on the option set in the VAT type field on the customer’s Organization page.

net_amount

The price after subtracting the vat_amount or tax_amount.

print_date

Generated by VOGSY

project_manager

Generated by VOGSY from the Project page based on the project team

line_total

Calculated by VOGSY

project_order_value

Order value from the project card

project_client_name

Client field on the Project page

quote_date

Generated by VOGSY

contact_name

Generated by VOGSY from the Project page

quote_number

Generated by VOGSY

organization_address

Address, Zip Code, City, and Country fields from the customer’s Organization page.

account_manager

Account manager from the customer’s Organization page.