Export Field Name

Description

Id

The system's unique identifier for the invoice. This is not displayed in any ReceivablesPro application view.

InvoiceStatusText

The invoice status.

CreatedOn

The date and time the invoice was created—not necessarily the date it was sent.
NOTE: You can ignore the time-stamp in this field.

InvoiceAmount

The total due for the invoice, taking all line items, taxes, and discounts into account.
NOTE: Invoice details such as the discount, or details for individual line items, are not included in exports.

CustomerId

The unique identifier assigned to the customer invoiced.

You can use the Customer ID as the database “key” when integrating ReceivablesPro data with external systems.

FirstName

The First Name for your customer’s Primary Contact.

LastName

The Last Name for your customer’s Primary Contact.

CompanyName

The Company for the customer.

DueDate

Date the invoice is due, based on payment terms selected and when it was sent—for drafts this reflects the due date based on the create date, and it will update based on the send date.
NOTE: You can ignore the time-stamp in this field. 

PaymentsMadeAmount

The total amount paid against the invoice. This amount includes settled payments, authorized payments, posted payments, and amounts marked as paid.

PaymentsMadeCount

The total number of payments made via ReceivablesPro (either manually entered by you, or entered by your customer via Customer Portal).

InvoicesMarkedAsPaidAmount

The total amount you marked as paid for the invoice.

InvoicesMarkedAsPaidCount

The total number of times you entered a “marked as paid” amount for the invoice.

OutstandingAmount

The total amount outstanding for the invoice. (InvoiceAmount - PaymentsMadeAmount - Incentive + Penalty)

InvoiceNumber

The invoice number.

PONumber

The PO number you entered when creating the invoice.

DatePaid

The date the invoice was paid. When there are multiple payments made against an invoice, this field always reflects the last (most recent) payment made.
NOTE: You can ignore the time-stamp in this field.

DaysOverdue

For past due invoices, the number of days they are overdue. (The number of days that have passed since the due date.)

Early Payment Discount

For invoices on which you offered an Early Payment Discount, the dollar amount of the credit provided to the customer.
NOTE: This field will display the actual dollar value of the discount provided, even if the discount in the invoice was configured as a percentage. A value will only be provided here for an unpaid invoice if the incentive period is still active. It will be provided for a paid invoice if it was paid during the discount time frame.

Late Payment Fee

For invoices on which you charged a Late Payment Fee, the dollar amount of the fee charged to the customer.
NOTE: This field will display the actual dollar value of the late fee, even if the fee in the invoice was configured as a percentage. A value will only be provided here once the penalty has been triggered, but will appear whether or not the invoice has been paid.

Note

This is the text you entered in the Payment Note field while marking an invoice as paid.
NOTE: Text you enter in the Note for Customer field and Comment text you add on the View Invoice screen WILL NOT be exported in this field.