Finale Knowledge Base

Document Variables for Invoices

Invoice variables are used for both for documents customized in application settings and for formatting reports using page templates. Using invoices variables for documents customized in application settings is documented here.


For page templates, the invoice variables are available when the following conditions are true:

  • Invoice ID has been selected as a primary column (it does not work if the Order ID is in a calculated column)

  • The Invoice ID primary column has a value in the first row following a page break that starts a new report section.


The easiest way to check that the invoice variables will be available in the page template for a report is to export the report to Excel and verify that there is a invoice id in the first row of each sheet in the output.


List of variables

invoice.invoiceId

The invoice id

invoice.invoiceDate

The invoice date

invoice.customerPo

The customer's purchase order number from the related sales order

invoice.settlementTermName

The terms selected on the related sales order

invoice.adjustmentListFormatted

Arrays of objects containing discount, taxes, and fees on the invoice. Each object has description, amount, and amountFormatted fields.

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