Quote

This topic contains a quick reference to substitution codes for quote.

Table 1. Quote substitution codes
Field Substitution code
Account Balance accountBalance
Account Name accountName
Account Number ucn
Account custom field accountCustomField
Account is not in default disposition accountNotInDefaultDisposition
Aged Balance 1st Period agedBalanceOne
Aged Balance 2nd Period agedBalanceTwo
Aged Balance 3rd Period agedBalanceThree
Aged Balance 3rd+ Period agedBalanceThreePlus
Aged Balance 4th+ Period agedBalanceFourPlus
Aged Balance Current agedBalanceCurrent
Alternate Account Number alternateAccountNumber
Amount amount
Amount (ex-GST) amountExGst
Billing Address longAddress
Billing Address 1st Line billAddress
Company ABN abn
Company BPay Biller Code bpayCode
Company Name companyName
Company Payment Address companyPaymentAddress
Creation Date createdDate
Currency Code currencyCode
Currency Name currencyName
Currency Symbol currencySymbol
Customer First Name contactGiven
Customer Last Name contactFamily
Date only todaysDateOnly
Disposition text dispositionText
GST gst
Invoice Number invoiceNumber
Message number messageNumber
Name and Billing Address nameAndLongAddress
Name and Billing Address 1st Line nameAndBillAddress
Operators Account Name operatorAccountName
Operators Email Address operatorEmail
Operators First Name operatorFirstName
Operators Last Name operatorLastName
Page Count pageCount
Page Number pageNumber
Payment Instructions paymentInstructions
Sequence number sequenceNumber
Time only todaysTimeOnly
Today's date todaysDate
Valid Until dueDate