Query Target - Invoice

Fields in this target are associated with Invoice Records connected with customer transactions.

Note: The order must be invoiced in order for the invoice to be included in this query.

Because Invoice Records are connected with Products, Payment Records and other Customer Record/Contact information, fields on these data points are also searchable as sub-tables in this target.

Caution: Queries can be used to pull invoice information, however it is recommended to use a report when retrieving detailed financial data.

Table Field Field Name Description Additional Information Image
Invoice Acc Header Id AccHeaderId The accounting header ID is the purchase ID connected with other finance records. Visible in the URL when viewing the Invoice Record. An image of the Invoice Record, highlighting the Acc Header Id.
Invoice Balance Balance The balance remaining on the invoice. Visible at the bottom of the Invoice Record. An image of the Invoice Record, highlighting the Balance.
Invoice Cancel Date CancelDate Date the invoice was canceled. Visible on the canceled Invoice Record > Line Items section. An image of the Invoice Record, highlighting the Cancel Date.
Invoice Charge Amount ChargeAmount The total charge amount on the invoice. Visible on the Invoice Record > Line Items section. Corresponds to the Total at the bottom of the record. An image of the Invoice Record, highlighting the Charge Amount.
Invoice Created By CreatedBy The user who created the invoice. Visible at the bottom of the Invoice Record. An image of the Invoice Record, highlighting the Created On and Created By information.
Invoice Created On CreatedOn The date the invoice was created in the system.
Invoice Credit Amount CreditAmount The total credit amount received by the customer. Visible on the Invoice Record > Credits section. Corresponds to the Credits amount at the bottom of the record. An image of the Invoice Record, highlighting the Credit Amount.
Invoice Currency Currency The currency of the invoice. Visible on the Business Unit Record > Details tab > Currency. An image of the Business Unit Record, highlighting the currency information.
Invoice Customer Id CustomerId The customer ID links the purchase to the customer. Visible in the URL when viewing the invoiced Customer Record. An image of the Customer Record, highlighting the Customer ID number.
Invoice Customer Name CustomerName The customer name on the invoice record. Visible on the Invoice Record > Customer section. An image of the Invoice Record, highlighting the name of the customer.
Invoice Deceased Deceased The customer on the invoice is deceased. Visible on the Customer Record > Account tab > Personal Info > Is Deceased option. An image of the Customer Record, highlighting the Is Deceased option.
Invoice Email Address EmailAddress The primary email address for the customer. Visible on the Customer Record > Account tab > Contact Info > Email Addresses tab. An image of the Customer Record, highlighting the primary email address information.
Invoice First Name FirstName The first name of the individual customer on the invoice record. Visible on the Invoice Record > Customer section. An image of the Invoice Record, highlighting the first name of the customer.
Invoice Id Id The ID of the invoice record. Visible in the URL when viewing the Invoice Record. An image of the Invoice Record, highlighting the Acc Header Id.
Invoice Last Name LastName The last name of the individual customer on the invoice record. Visible on the Invoice Record > Customer section. An image of the Invoice Record, highlighting the last name of the customer.
Invoice Number Number The number of the invoice record. Visible at the top of the Invoice Record. An image of the Invoice Record, highlighting the Invoice Number.
Invoice Order Created By OrderCreatedBy The email address of the person who created the connected order in the system. Visible at the bottom of the Order Record. An image of the Order Record, highlighting the Created On and Created By information.
Invoice Order Created On OrderCreatedOn The date the connected order was created in the system.
Invoice Order Id OrderId The ID of the order record. Visible in the URL when viewing the Order Record. An image of the Order Record, highlighting the Order Id in the URL.
Invoice Order Number OrderNumber The number of the order connected with the invoice record. Visible at the top of the Invoice Record. An image of the Invoice Record, highlighting the Order Number.
Invoice Organization Name OrganizationName The name of the organization customer on the invoice record. Visible on the Invoice Record > Customer section. An image of the Invoice Record, highlighting the customer organization name.
Invoice Payment Amount PaymentAmount The amount paid on the invoice. Visible on the Invoice Record > Payments section. Corresponds to the Payments amount at the bottom of the record. An image of the Invoice Record, highlighting the Payment Amount.
Invoice Primary Address PrimaryAddress The primary address for a customer. Visible on the Customer Record > Account tab > Contact Info > Addresses tab. An image of the Customer Record, highlighting the primary address information.
Invoice Primary Email PrimaryEmail The primary email for a customer. Visible on the Customer Record > Account tab > Contact Info > Email Addresses tab. An image of the Customer Record, highlighting the primary email address information.
Invoice Primary Image PrimaryImage The individual's primary image link. Visible on the Customer Record > Overview tab when editing the image. An image of the Individual Record, highlighting the image.
Invoice Primary Phone PrimaryPhone The primary phone number for a customer. Visible on the Customer Record > Account tab > Contact Info > Phone Numbers tab. An image of the Customer Record, highlighting the primary phone number information.
Invoice Quick Pay Code QuickPayCode The quick pay code that a user can enter to make their payment. Visible on the Invoice Record > Quick Pay section. An image of the Invoice Record, highlighting the Quick Pay Code.
Invoice Record Number RecordNumber The record number of the customer. Visible on the Invoice Record > Customer section. An image of the Invoice Record, highlighting the customer Record Number.
Invoice Void Date VoidDate The date the connected order was voided. Visible on the voided Order Record. An image of the Order Record, highlighting the Void Date.
Sub-table Field Field Name Description Additional Information Image
Batch Business Unit BatchBusinessUnit The business unit for a specific batch. Visible on the Batch Record > Details tab > Info Section. An image of the Batch Record highlighting the Business Unit and Batch Date.
Batch Date BatchDate The batch date indicated in the specific batch setup. Visible on the Batch Record > Details tab > Info Section.
Batch Name BatchName The name of the batch the invoice is included in. Visible at the top of the Invoice Record. An image of the Invoice Record highlighting the Batch Name.
Sub-table Field Field Name Description Additional Information Image
Billing Address City BillingAddressCity The billing address city. Visible on the Invoice Record > Billing section. An image of the Invoice Record, highlighting the billing address.
Billing Address Country Name BillingAddressCountryName The billing address country name.
Billing Address Customer Id BillingAddressCustomerId The unique ID string of the customer profile connected with the billing address. Visible in the URL when viewing the Customer Record connected with the billing address. An image of the Customer Record, highlighting the customer id in the URL.
Billing Address First Name BillingAddressFirstName The first name of the individual connected with the billing address. Visible on the Invoice Record > Billing section. An image of the Invoice Record, highlighting the billing first and last name information.
Billing Address Last Name BillingAddressLastName The last name of the individual connected with the billing address.
Billing Address Line1 BillingAddressLine1 The billing address line 1. An image of the Invoice Record, highlighting the billing address.
Billing Address Line2 BillingAddressLine2 The billing address line 2.
Billing Address Line3 BillingAddressLine3 The billing address line 3.
Billing Address Organization Name BillingAddressOrganizationName The name of the organization connected with the billing address. An image of the Invoice Record, highlighting the organization billing address.
Billing Address Record Number BillingAddressRecordNumber The record number of the customer connected with the billing address. Visible on the Customer Record > Overview tab. An image of the Customer Record highlighting the Record Number.
Billing Address State BillingAddressState The billing address state.

Visible on the Invoice Record >

Billing section.

 An image of the Invoice Record, highlighting the billing address.
Billing Address Zip BillingAddressZip The billing address zip code.
Sub-table Field Field Name Description Additional Information Image
Customer Address City CustomerAddressCity The customer's primary address city. Visible on the Customer Record > Account tab > Contact Info Section > Addresses tab. An image of the Customer Record, highlighting the customer's address.
Customer Address Country Name CustomerAddressCountryName The customer's primary address country name.
Customer Address Line1 CustomerAddressLine1 The customer's primary address line 1.
Customer Address Line2 CustomerAddressLine2 The customer's primary address line 2.
Customer Address State CustomerAddressLine3 The customer's primary address line 3.
Customer Address Zip CustomerAddressZip The customer's primary address zip code.
Sub-table Field Field Name Description Additional Information Image
Customer Phone Fax Phone CustomerPhoneFaxPhone The customer's fax phone number. Visible on the Customer Record > Account tab > Contact Info Section > Phone Numbers tab. An image of the Customer Record highlighting the Phone Numbers tab of the Contact Info Section.
Customer Phone Home Phone CustomerPhoneHomePhone The customer's home phone number.
Customer Phone Mobile Phone CustomerPhoneMobilePhone The customer's mobile phone number.
Customer Phone Optional Phone CustomerPhoneOptionalPhone The customer's optional (other) phone number.
Customer Phone Primary Phone CustomerPhonePrimaryPhone The customer's primary (main) phone number.
Customer Phone Toll Free Phone CustomerPhoneTollFreePhone The customer's toll free phone number.
Customer Phone Work Phone CustomerPhoneWorkPhone The customer's work phone number.
Sub-table Field Field Name Description Additional Information Image
Discount Code DiscountCode The discount code that was entered during the purchase. Visible on the Discount Record > Overview tab. An image of the Discount Record, highlighting the discount code.
Discount Name DiscountName The name of the discount that was applied to the invoice. Visible on the Invoice Record > Line Items section. An image of the Invoice Record, highlighting the Discounts information.
Sub-table Field Field Name Description Additional Information Image
Membership Effective Date MembershipEffectiveDate The date the membership became effective for the invoiced customer. Visible on the invoiced Customer Record > Purchases tab > Memberships menu option. An image of the Customer Record, highlighting the Membership Effective Date.
Membership Expire Date MembershipExpireDate The date the membership expires for the invoiced customer. Visible on the invoiced Customer Record > Purchases tab > Memberships menu option. An image of the Customer Record, highlighting the Membership Expire Date.
Membership Is Member MembershipIsMember

The invoiced customer is a member.

(Yes or No)

 Visible on the invoiced Customer Record > Overview tab. An image of the Customer Record, highlighting the Membership Status bar.
Membership Join Date MembershipJoinDate The date the invoiced customer became a member. Visible on the invoiced Customer Record > Purchases tab > Memberships menu option. An image of the Customer Record, highlighting the Membership Join Date.
Membership Promote Date MembershipPromoteDate

The date the invoiced customer's membership was promoted.

Example: Student Membership promoted to Professional Membership.

This information is not visible outside of query results.  
Membership Recent Effective Date MembershipRecentEffectiveDate The greatest effective date of the membership. Visible on the invoiced Customer Record > Purchases tab > Memberships menu option > Click Details. An image of the Membership Purchase Details, highlighting the most recent effective date.
Membership ReJoin Date MembershipReJoinDate The date the membership was purchased again after being terminated. This information is not visible outside of query results.  
Membership Status MembershipStatus

The membership status of the invoiced customer.

(active or not active)

 Visible on the invoiced Customer Record > Purchases tab > Memberships menu option. An image of the Customer Record, highlighting the Active and Inactive Membership tabs.
Membership Type MembershipType The membership type of the invoiced customer. Visible on the invoiced Customer Record > Purchases tab > Memberships menu option. An image of the Customer Record, highlighting the Membership Type.
Sub-table Field Field Name Description Additional Information Image
Note Category Name NoteCategoryName The category name assigned to the note. Visible on the Invoice Record > Notes section. An image of the Invoice Record, highlighting the Notes section.
Note Content NoteContent The contents of the note.
Note Created By NoteCreatedBy The user who created the note.
Note Created On NoteCreatedOn The date the note was created in the system.
Note Follow Up Date NoteFollowUpDate The date on which to follow up.
Note Is Internal NoteIsInternal

The note is marked as is internal.

(Visible to staff only.)

 Visible when adding or editing a note on the Invoice Record. An image of the Edit Note window, highlighting the Is Internal check box.
Note Title NoteTitle The title of the note. Visible on the Invoice Record > Notes section. An image of the Invoice Record, highlighting the Notes section.
Sub-table Field Field Name Description Additional Information Image
Payment Authorization Code PaymentAuthorizationCode The authorization code received by the merchant for a credit card or ACH payment reporting the payment was good. This information is not visible outside of query results.  
Payment Batch PaymentBatch The batch connected to the payment. Visible on the Payment Record; hyperlinked on the Invoice Record. An image of the Payment Record, highlighting the batch.
Payment Batch Date PaymentBatchDate The batch date of the payment which is the transaction date. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting the Transaction Date.
Payment Cancel Date PaymentCancelDate The date you canceled only the payment and left the invoice intact. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting the Cancel Date.
Payment Check Date PaymentCheckDate The date on a check payment. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting the Check Date.
Payment Check Number PaymentCheckNumber The check number on a check payment. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting the Check Number.
Payment Created By PaymentCreatedBy The email address of the user who created the payment. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting Created By.
Payment Created On PaymentCreatedOn The date the payment was added to the invoice. Visible on the Invoice Record > Payments section. An image of the Invoice Record, highlighting the Payments section displaying the payment created on information.
Payment Credit Card Number PaymentCreditCardNumber The last four digits of the credit card used for payment. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting the Credit Card Number.
Payment Currency PaymentCurrency The currency of the payment, which matches the currency of the invoice. Visible on the Business Unit Record > Details tab > Currency. An image of the Business Unit Record, highlighting the currency information.
Payment Last Cancel Reference Number PaymentLastCancelReferenceNumber The cancelation reference number. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting the Cancellation Reference Number.
Payment Money Order Number PaymentMoneyOrderNumber The money order number used when payment was made via money order. Visible on the Payment Record.  
Payment Name On Check PaymentNameOnCheck The name listed on a check payment. Visible on the Payment Record, within the Payment Information section. An image of the Payment Record, highlighting Name on Check.
Payment Number PaymentNumber The number of the payment record. Visible on the Payment Record. An image of the Payment Record, highlighting the Record Number.
Payment Payment Method PaymentPaymentMethod The method used for payment. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting the payment Method.
Payment Purchase Order Number PaymentPurchaseOrderNumber The purchase order number used when payment was made via the purchase order option. Visible on the Payment Record. An image of the Payment Record, highlighting the Purchase Order Number.
Payment Reference Number PaymentReferenceNumber The reference number provided by the merchant for a credit card or ACH payment transaction. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting the Reference Number.
Payment Tendered PaymentTendered The amount of the payment. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting the amount.
Payment Void Date PaymentVoidDate The transaction went through, but the date the merchant voided the payment due to incorrect payment information. Visible on the Payment Record > Payment Information section. An image of the Payment Record, highlighting the Void Date.
Sub-table Field Field Name Description Additional Information Image
Product Category Code ProductCategoryCode The code for a product category. To locate the code, find the category in the Products App > Setup > Product Categories and click Edit. The code is visible in the new window. An image of the Setup option within the Products App, highlighting the Product Category Code.
Product Category Name ProductCategoryName The name of the product category. Visible in the Products App > Setup > Product Categories. An image of the Setup option within the Products App, highlighting the Product Category Name.
Product Code ProductCode The code for the product. Visible on the Product Record > Details tab > General Info section. An image of the Product Record, highlighting the Code field.
Product Due Date ProductDueDate The date on which payment is due for a product. Visible on the Product Record > Details tab > General Info section. An image of the Product Record, highlighting the Due Date fields.
Product Name ProductName The name of the product. Visible on the Product Record > Details tab > General Info section. An image of the Product Record, highlighting the Name field.
Product Price Amount ProductPriceAmount The price amount for the product. Visible on the Product Record > Prices tab > Prices menu option. An image of the Product Record, highlighting the Price Amount.
Product Price Code ProductPriceCode The price code for the product. Visible on the Product Record > Prices tab > Prices menu option. An image of the Product Record, highlighting the Price Code.
Product Price Name ProductPriceName The name of the price for the product. Visible on the Product Record > Prices tab > Prices menu option. An image of the Product Record, highlighting the Price Name.
Product Type ProductType

The type of product.

(Event, Certification, Fund, etc.)

 These are terms created by the system based on where a product was set up. The type of product is visible on the top of the Product Record. An image of the Product Record, highlighting the type of product.
Sub-table Field Field Name Description Additional Information Image
Related Individual End Date RelatedIndividualEndDate The end date of the relationship between the related individual and the invoiced customer. Visible on the Customer Record > Account tab > Relationships Section. An image of the Customer Record, highlighting the End Date.
Related Individual First Name RelatedIndividualFirstName The first name of the individual related to the invoiced customer. Visible on the Customer Record > Account tab > Relationships Section. An image of the Customer Record highlighting Name.
Related Individual Is Primary RelatedIndividualIsPrimary The relationship between the related individual and customer linked to the invoice record is the primary relationship of the two. Visible on the Customer Record > Account tab > Relationships Section. An image of the Customer Record highlighting Is Primary.
Related Individual Last Name RelatedIndividualLastName The last name of the individual related to the invoiced customer. Visible on the Customer Record > Account tab > Relationships Section. An image of the Customer Record highlighting Name.
Related Individual Record Number RelatedIndividualRecordNumber The record number of the individual related to the invoiced customer. Visible on the Customer Record > Overview tab. An image of the Customer Record highlighting the Record Number.
Related Individual Relationship Name RelatedIndividualRelationshipName The relationship name used to describe the connection between the related individual and invoiced customer. Visible on the Customer Record > Account tab > Relationships Section. An image of the Customer Record highlighting the Relationship name.
Related Individual Start Date RelatedIndividualStartDate The start date of the relationship between the related individual and the invoiced customer. Visible on the Customer Record > Account tab > Relationships Section. An image of the Customer Record highlighting the Start Date.
Sub-table Field Field Name Description Additional Information Image
Related Individual Custom Field_Non_Itemized Custom Fields are set up per environment. VARIES Custom fields are unique per client environment - the custom fields accessed from this query join will act as NON-itemized fields, which means the values entered will not be unique to the purchase. The custom field values stored can be located anywhere the custom fields are set to show. (ie. Organization Info section of an Organization Record) An image of the Organization Record highlighting a non-itemized custom field.
Sub-table Field Field Name Description Additional Information Image
Related Individual Email Address RelatedIndividualEmailAddress The email address of the individual related to the invoiced customer. Visible on the related individual's Customer Record > Account tab > Contact Info section > Email Addresses tab. An image of the Customer Record, highlighting the email adresses with the Contact Info section.
Related Individual Email Is Primary RelatedIndividualEmailIsPrimary The primary email address of the individual related to the invoiced customer.

Visible on the related individual's Customer Record > Account tab > Contact Info section > Email Addresses tab.

Best Practice: Filter on Email Is Primary IS EQUAL TO Yes and Result Field Email Address.

 An image of the Customer Record, highlighting the Is Primary email address.
Related Individual Email Type RelatedIndividualEmailType

The type of email address of the individual related to the invoiced customer.

(Work, Home, Other)

 Visible on the related individual's Customer Record > Account tab > Contact Info section > Email Addresses tab. An image of the Customer Record, highlighting the type of email addresses.
Sub-table Field Field Name Description Additional Information Image
Related Individual Phone Fax Phone RelatedIndividualPhoneFaxPhone The fax phone number of the individual related to the invoiced customer. Visible on the related individual's Customer Record > Account tab > Contact Info section > Phone Numbers tab. An image of the Individual Record, highlighting the phone number information.
Related Individual Phone Home Phone RelatedIndividualPhoneHomePhone The home phone number of the individual related to the invoiced customer.
Related Individual Phone Mobile Phone RelatedIndividualPhoneMobilePhone The mobile phone number of the individual related to the invoiced customer.
Related Individual Phone Optional Phone RelatedIndividualPhoneOptionalPhone The optional phone number of the individual related to the invoiced customer.
Related Individual Phone Other Phone RelatedIndividualPhoneOtherPhone The other phone number of the individual related to the invoiced customer.
Related Individual Phone Primary Phone RelatedIndividualPhonePrimaryPhone The primary (main) phone number of the individual related to the invoiced customer.
Related Individual Phone Work Phone RelatedIndividualPhoneWorkPhone The work phone number of the individual related to the invoiced customer.
Sub-table Field Field Name Description Additional Information Image
Related Organization End Date RelatedOrganizationEndDate The end date of the relationship between the related organization and the invoiced customer. Visible on the Customer Record > Account tab > Relationships menu option > select appropriate tab. An image of the Customer Record, highlighting the related organization relationship End Date.
Related Organization Is Primary RelatedOrganizationIsPrimary The relationship between the related organization and customer linked to the invoice record is the primary relationship of the two. Visible on the Customer Record > Account tab > Relationships menu option > select appropriate tab. An image of the Customer Record, highlighting the related organization relationship Is Primary.
Related Organization Name RelatedOrganizationName The name of the organization related to the invoiced customer. Visible on the Customer Record > Account tab > Relationships menu option > select appropriate tab. An image of the Customer Record, highlighting the related organization's name.
Related Organization Record Number RelatedOrganizationRecordNumber The record number of the organization related to the invoiced customer. Visible on the Customer Record > Overview tab. An image of the Organization Record, highlighting the Record Number.
Related Organization Relationship Name RelatedOrganizationRelationshipName The relationship name used to describe the connection between the related organization and invoiced customer. Visible on the Customer Record > Account tab > Relationships menu option > select appropriate tab. An image of the Customer Record, highlighting the related organization relationship name.
Related Organization Start Date RelatedOrganizationStartDate The start date of the relationship between the related organization and invoiced customer. Visible Customer Record > Account tab > Relationships menu option > select appropriate tab. An image of the Customer Record, highlighting the related organization relationship Start Date.
Sub-table Field Field Name Description Additional Information Image
Related Organization Address City RelatedOrganizationAddressCity The primary address city of the organization related to the invoiced customer. Visible on the related organization's Customer Record > Overview tab. An image of the Organization Record, highlighting the address on the Overview tab.
Related Organization Address Country Name RelatedOrganizationAddressCountryName The primary address country name of the organization related to the invoiced customer.
Related Organization Address Line1 RelatedOrganizationAddressLine1 The primary address line 1 of the organization related to the invoiced customer.
Related Organization Address State RelatedOrganizationAddressState The primary address state of the organization related to the invoiced customer.
Related Organization Address Zip RelatedOrganizationAddressZip The primary address zip code of the organization related to the invoiced customer.
Sub-table Field Field Name Description Additional Information Image
Related Organization Custom Field_Non_Itemized Custom Fields are set up per environment. VARIES Custom fields are unique per client environment - the custom fields accessed from this query join will act as NON-itemized fields, which means the values entered will not be unique to the purchase. The custom field values stored can be located anywhere the custom fields are set to show (ie. Organization Info section of an Organization Record) An image of the Organization Record highlighting a non-itemized custom field.
Sub-table Field Field Name Description Additional Information Image
Shipping Address City Shipping AddressCity The customer's shipping address city. Visible on the Invoice Record > Shipping section. An image of the Invoice Record, highlighting the Shipping address information.
Shipping Address Country Name Shipping AddressCountryName The customer's shipping address country name.
Shipping Address Line1 Shipping AddressLine1 The customer's shipping address line 1.
Shipping Address Line2 Shipping AddressLine2 The customer's shipping address line 2.
Shipping Address Line3 Shipping AddressLine3 The customer's shipping address line 3.
Shipping Address State Shipping AddressState The customer's shipping address state.
Shipping Address Zip Shipping AddressZip The customer's shipping address ZIP code.