Document fields for custom templates

In CarVue, you get the ability to customise the templates for documents produced by the application.

From the Settings menu, you are able to download, adjust the layout or add a logo and re-upload the template quickly and simply. You're also able to change the custom fields that are displayed on each of the templates, giving you true flexibility in what information the system will display on your job cards, invoices and other docs that CarVue produces.

Click on a template type below for a guide to what the various fields mean in CarVue templates...

Invoice

Credit Note

Job Card

Purchase Order

Sales Order




Invoice Document Template

Field name

Editable?

Description

Contact / Supplier Information

 

 

«ContactReference»

Y

Reference number of Contact (Customer or Supplier)

«ContactName»

Y

Name of Contact (Customer or Supplier)

«ContactBillingAddress»

Y

Billing Address of Contact (Customer or Supplier)

«ContactPostalAddress»

Y

Postal Address of Contact (Customer or Supplier)

«ContactPhone»

Y

Phone Number of Contact (Customer or Supplier)

«ContactMobile»

Y

Mobile Number of Contact (Customer or Supplier)

«ContactEmail»

Y

Email of of Contact (Customer or Supplier)

«AttentionOf»

 Y

Attention Of

«ContactTaxDisplayName»

 Y

Tax Name

«ContactTaxNumber»

 Y

Tax Number

Company Info

 

Editable in Settings > Locations

«CompanyName»

Y

You Company Name

«CompanyPostalAddress»

Y

Your Company Address

«CompanyPhone»

Y

Your Company Phone Number

«CompanyNumber»

Y

Your Company Registered Number

«CompanyTaxNumber»

Y

Your Company Tax Number (VAT Number in EU)

«CompanyTaxName»

 

 Tax Name

Repair Information for Jobs

 

N.B. Must be inside «TableStart:RepairItem»

«RequestedNote»

Y

Repair “Requested” From Job Card Repair Line

«RequiredNote»

Y

Repair “Required” From Job Card Repair Line

«InternalNote»

 

Repair “Internal” From Job Card Repair Line

«Hours»

Y

Repair “Hours” From Job Card Repair Line

«RepairType»

 

Repair Type 

 

 

 

Invoice

 

 

«DocTitle»

N

Draft & Type

«InvoiceDate»

Y

Invoice Date

«InvoiceDueDate»

Y

Invoice Payment Due Date

«InvoiceNumber»

Y

Invoice Number

«InvoiceReference»

Y

Invoice Reference e.g. Purchase order Number

«InvoiceCurrency»

Y

Invoice Currency

«InvoiceNotes»

Y

Invoice Notes

 

 

 

Line Item Information

 

N.B. Must be inside «TableStart:LineItem»

«Description»

Y

Line Item Description

«Quantity»

Y

Line Item Quantity

«UnitAmount»

Y

Line Item Unit Amount

«Discount»

Y

Line Item Discount

«FriendlyTaxName»

Y

Line Item Textual Name for Tax Group e.g. “Standard Rate”

«Tax»

Y

Line Item Tax Amount

«LineAmount»

Y

Line Item Total (Net)

 

 

 

Totals/SubTotals/Tax

 

 

«InvoiceSubTotal»

Y

Invoice Total Net (ex Tax)

«InvoiceTotal»

Y

Invoice Total Gross (inc Tax)

«InvoiceAmountDue»

Y

Invoice Amount Due

«InvoiceTotalNetPayments»

Y

Total Payments

«PurchaseSubTotal»

 

Purchase Order Total Net (ex Tax)

«PurchaseTotal»

 

Purchase Order Total Gross (inc Tax)

«PurchaseAmountDue»

 

Purchase Order Amount Due

«TaxCode»

Y

Shows either:
Tax Group Name if there is only one Tax Component
Tax Component Name if there are multiple Tax Component

«TaxPercentage»

Y

Tax Percentage

«TaxTotal»

Y

Total Tax

 

 

 

Job Information

 

 

«JobNo»

Y

Job Number

«DueIn»

Y

Job Due In date

«Advisors»

Y

Job Advisor

«Bay»

 

Job Bay Number/Description

«OrderNo»

 

Job Reference (External)

«Technicians»

 

Job Technician

«TrackerNo»

 

Job Tracker Number

«OrderNo»

 

Job Order Number

Vehicle

 

 

«Plate»

Y

Vehicle Plate/Reg

«VIN»

Y

Vehicle VIN

«Make»

Y

Vehicle Make

«Model»

Y

Vehicle Model

«AnnualCheckDate»

Y

Vehicle Annual Check Date (e.g. MOT)

«ServiceDate»

Y

Vehicle Service Date

«RegDate»

 

Vehicle Registered Date

«Colour»

 

Vehicle Colour

«Trim»

 

Vehicle Trim

«WarrantyDate»

 

Vehicle WarrantYExpirYDate

«Gearbox»

 

Vehicle Gearbox

«Odometer»

Y

Vehicle Odometer Reading e.g. 10,000

«OdometerType»

Y

Vehicle Odometer Type (Miles or Km)

 

 

 

Stock

 

 

«StockNumber»

Y

Stock Number

«FinanceOwed»

Y

Outstanding finance

«DeliveryDate»

Y

deliver date

«PurchaseDate»

Y

Purchase date

«RetailPrice»

Y

Retail price

«StockNotes»

Y

Notes

«StockCost»

Y

Cost ex finance

«StockTotal»

Y

Total cost

«StockPlate»

Y

Vehicle registration

«StockMake»

Y

Vehicle make

«StockOdometerType»

Y

Vehicle Odometer measure name

«StockModel»

Y

Vehicle Model

«StockRegDate»

Y

Vehicle Registration date

«StockVIN»

Y

Vehicle VIN

«StockGearbox»

Y

Vehicle gear box

«StockColour»

Y

Vehicle Colour

«StockTrim»

Y

Vehicle trim

«StockDerivative»

Y

Vehicle derivative

«StockOdometer»

Y

Vehicle odometer reading


Credit Note Document Template

Field name

Editable?

Description

Contact / Supplier Information

 

 

«ContactReference»

Y

Reference number of Contact (Customer or Supplier)

«ContactName»

Y

Name of Contact (Customer or Supplier)

«ContactBillingAddress»

Y

Billing Address of Contact (Customer or Supplier)

«ContactPostalAddress»

Y

Postal Address of Contact (Customer or Supplier)

«ContactPhone»

Y

Phone Number of Contact (Customer or Supplier)

«ContactMobile»

Y

Mobile Number of Contact (Customer or Supplier)

«ContactEmail»

Y

Email of of Contact (Customer or Supplier)

«AttentionOf»

 Y

Attention Of

«ContactTaxDisplayName»

 Y

Tax Name

«ContactTaxNumber»

 Y

Tax Number

Company Info

 

Editable in Settings > Locations

«CompanyName»

Y

You Company Name

«CompanyPostalAddress»

Y

Your Company Address

«CompanyPhone»

Y

Your Company Phone Number

«CompanyNumber»

Y

Your Company Registered Number

«CompanyTaxNumber»

Y

Your Company Tax Number (VAT Number in EU)

«CompanyTaxName»

 

 Tax Name

Repair Information for Jobs

 

N.B. Must be inside «TableStart:RepairItem»

«RequestedNote»

Y

Repair “Requested” From Job Card Repair Line

«RequiredNote»

Y

Repair “Required” From Job Card Repair Line

«InternalNote»

 

Repair “Internal” From Job Card Repair Line

«Hours»

Y

Repair “Hours” From Job Card Repair Line

«RepairType»

 

Repair Type 

 

 

 

Invoice

 

 

«DocTitle»

N

Draft & Type

«InvoiceDate»

Y

Invoice Date

«InvoiceDueDate»

Y

Invoice Payment Due Date

«InvoiceNumber»

Y

Invoice Number

«InvoiceReference»

Y

Invoice Reference e.g. Purchase order Number

«InvoiceCurrency»

Y

Invoice Currency

«InvoiceNotes»

Y

Invoice Notes

 

 

 

Line Item Information

 

N.B. Must be inside «TableStart:LineItem»

«Description»

Y

Line Item Description

«Quantity»

Y

Line Item Quantity

«UnitAmount»

Y

Line Item Unit Amount

«Discount»

Y

Line Item Discount

«FriendlyTaxName»

Y

Line Item Textual Name for Tax Group e.g. “Standard Rate”

«Tax»

Y

Line Item Tax Amount

«LineAmount»

Y

Line Item Total (Net)

 

 

 

Totals/SubTotals/Tax

 

 

«InvoiceSubTotal»

Y

Invoice Total Net (ex Tax)

«InvoiceTotal»

Y

Invoice Total Gross (inc Tax)

«InvoiceAmountDue»

Y

Invoice Amount Due

«InvoiceTotalNetPayments»

Y

Total Payments

«PurchaseSubTotal»

 

Purchase Order Total Net (ex Tax)

«PurchaseTotal»

 

Purchase Order Total Gross (inc Tax)

«PurchaseAmountDue»

 

Purchase Order Amount Due

«TaxCode»

Y

Shows either:
Tax Group Name if there is only one Tax Component
Tax Component Name if there are multiple Tax Component

«TaxPercentage»

Y

Tax Percentage

«TaxTotal»

Y

Total Tax

 

 

 

Job Information

 

 

«JobNo»

Y

Job Number

«DueIn»

Y

Job Due In date

«Advisors»

Y

Job Advisor

«Bay»

 

Job Bay Number/Description

«OrderNo»

 

Job Reference (External)

«Technicians»

 

Job Technician

«TrackerNo»

 

Job Tracker Number

«OrderNo»

 

Job Order Number

Vehicle

 

 

«Plate»

Y

Vehicle Plate/Reg

«VIN»

Y

Vehicle VIN

«Make»

Y

Vehicle Make

«Model»

Y

Vehicle Model

«AnnualCheckDate»

Y

Vehicle Annual Check Date (e.g. MOT)

«ServiceDate»

Y

Vehicle Service Date

«RegDate»

 

Vehicle Registered Date

«Colour»

 

Vehicle Colour

«Trim»

 

Vehicle Trim

«WarrantyDate»

 

Vehicle WarrantYExpirYDate

«Gearbox»

 

Vehicle Gearbox

«Odometer»

Y

Vehicle Odometer Reading e.g. 10,000

«OdometerType»

Y

Vehicle Odometer Type (Miles or Km)

 

 

 

Stock

 

 

«StockNumber»

Y

Stock Number

«FinanceOwed»

Y

Outstanding finance

«DeliveryDate»

Y

deliver date

«PurchaseDate»

Y

Purchase date

«RetailPrice»

Y

Retail price

«StockNotes»

Y

Notes

«StockCost»

Y

Cost ex finance

«StockTotal»

Y

Total cost

«StockPlate»

Y

Vehicle registration

«StockMake»

Y

Vehicle make

«StockOdometerType»

Y

Vehicle Odometer measure name

«StockModel»

Y

Vehicle Model

«StockRegDate»

Y

Vehicle Registration date

«StockVIN»

Y

Vehicle VIN

«StockGearbox»

Y

Vehicle gear box

«StockColour»

Y

Vehicle Colour

«StockTrim»

Y

Vehicle trim

«StockDerivative»

Y

Vehicle derivative

«StockOdometer»

Y

Vehicle odometer reading


Job Card Template

Field Name

Editable?

Description

Contact / Supplier Information

 

 

«ContactReference»

Y

Reference number of Contact (Customer or Supplier)

«ContactName»

Y

Name of Contact (Customer or Supplier)

«ContactBillingAddress»

Y

Billing Address of Contact (Customer or Supplier)

«ContactPostalAddress»

Y

Postal Address of Contact (Customer or Supplier)

«ContactPhone»

Y

Phone Number of Contact (Customer or Supplier)

«ContactMobile»

Y

Mobile Number of Contact (Customer or Supplier)

«ContactEmail»

Y

Email of of Contact (Customer or Supplier)

 

 

 

Company Info

 

Editable in Settings > Locations

«CompanyName»

Y

You Company Name

«CompanyPostalAddress»

Y

Your Company Address

«CompanyPhone»

Y

Your Company Phone Number

«CompanyNumber»

Y

Your Company Registered Number

«CompanyTaxNumber»

Y

Your Company Tax Number (VAT Number in EU)

 

 

 

Repair Information for Jobs

 

N.B. Must be inside «TableStart:RepairItem»

«RequestedNote»

Y

Repair “Requested” From Job Card Repair Line

«RequiredNote»

Y

Repair “Required” From Job Card Repair Line

«InternalNote»

Y

Repair “Internal” From Job Card Repair Line

«Hours»

Y

Repair “Hours” From Job Card Repair Line

 

 

 

Invoice

 

 

«InvoiceDate»

 

Invoice Date

«InvoiceDueDate»

 

Invoice Payment Due Date

«InvoiceNumber»

 

Invoice Number

«InvoiceReference»

 

Invoice Reference e.g. Purchase order Number

«InvoiceNotes»

 

Invoice Notes

 

 

 

Line Item Information

 

N.B. Must be inside «TableStart:LineItem»

«Description»

Y

Line Item Description

«Quantity»

Y

Line Item Quantity

«UnitAmount»

Y

Line Item Unit Amount

«Discount»

Y

Line Item Discount

«FriendlyTaxName»

Y

Line Item Textual Name for Tax Group e.g. “Standard Rate”

«Tax»

Y

Line Item Tax Amount

«LineAmount»

Y

Line Item Total (Net)

 

 

 

Totals/SubTotals/Tax

 

 

«InvoiceSubTotal»

 

Invoice Total Net (ex Tax)

«InvoiceTotal»

 

Invoice Total Gross (inc Tax)

«InvoiceAmountDue»

 

Invoice Amount Due

«PurchaseSubTotal»

 

Purchase Order Total Net (ex Tax)

«PurchaseTotal»

 

Purchase Order Total Gross (inc Tax)

«PurchaseAmountDue»

 

Purchase Order Amount Due

«TaxCode»

 

Shows either:
Tax Group Name if there is only one Tax Component
Tax Component Name if there are multiple Tax Component

«TaxPercentage»

 

Tax Percentage

«TaxTotal»

 

Total Tax

 

 

 

Job Information

 

 

«JobNo»

Y

Job Number

«DueIn»

Y

Job Due In date

«Advisors»

Y

Job Advisor

«Bay»

Y

Job Bay Number/Description

«OrderNo»

Y

Job Reference (External)

«TrackerNo»

Y

Job Tracker Number

«OrderNo»

Y

Job Order Number

«Technicians»

Y

Job Technician

 

 

 

Notes

 

Must be inside TableStart: Notes

«JobNote»

Y

Job Note

 

 

 

Vehicle

 

 

«Plate»

Y

Vehicle Plate/Reg

«VIN»

Y

Vehicle VIN

«Make»

Y

Vehicle Make

«Model»

Y

Vehicle Model

«AnnualCheckDate»

Y

Vehicle Annual Check Date (e.g. MOT)

«ServiceDate»

Y

Vehicle Service Date

«RegDate»

Y

Vehicle Registered Date

«Colour»

Y

Vehicle Colour

«Trim»

Y

Vehicle Trim

«WarrantyDate»

Y

Vehicle Warranty Expiry Date

«Gearbox»

Y

Vehicle Gearbox

«Odometer»

Y

Vehicle Odometer Reading e.g. 10,000

«OdometerType»

Y

Vehicle Odometer Type (Miles or Km)


Purchase Order Template

Field name

Editable?

Description

Contact / Supplier Information

 

 

«ContactReference»

Y

Reference number of Contact (Customer or Supplier)

«ContactName»

Y

Name of Contact (Customer or Supplier)

«ContactBillingAddress»

Y

Billing Address of Contact (Customer or Supplier)

«ContactPostalAddress»

 

Postal Address of Contact (Customer or Supplier)

«ContactPhone»

Y

Phone Number of Contact (Customer or Supplier)

«ContactMobile»

Y

Mobile Number of Contact (Customer or Supplier)

«ContactEmail»

Y

Email of of Contact (Customer or Supplier)

«ContactTaxDisplayName»

Y

Tax Name

«ContactTaxNumber»

Y

Tax Number

 

 

 

Company Info

 

Editable in Settings > Locations

«CompanyName»

Y

You Company Name

«CompanyPostalAddress»

Y

Your Company Address

«CompanyPhone»

Y

Your Company Phone Number

«CompanyNumber»

Y

Your Company Registered Number

«CompanyTaxName»

Y

Tax Name

«CompanyTaxNumber»

Y

Your Company Tax Number (VAT Number in EU)

 

 

 

Repair Information for Jobs

 

N.B. Must be inside «TableStart:RepairItem»

«RequestedNote»

 

Repair “Requested” From Job Card Repair Line

«RequiredNote»

 

Repair “Required” From Job Card Repair Line

«InternalNote»

 

Repair “Internal” From Job Card Repair Line

«Hours»

 

Repair “Hours” From Job Card Repair Line

 

 

 

Invoice

 

 

«InvoiceDate»

 

Invoice Date

«InvoiceDueDate»

 

Invoice Payment Due Date

«InvoiceNumber»

 

Invoice Number

«InvoiceReference»

 

Invoice Reference e.g. Purchase order Number

«InvoiceNotes»

 

Invoice Notes

 

 

 

Line Item Information

 

N.B. Must be inside «TableStart:LineItem»

«Description»

Y

Line Item Description

«Quantity»

Y

Line Item Quantity

«UnitAmount»

Y

Line Item Unit Amount

«Discount»

Y

Line Item Discount

«FriendlyTaxName»

Y

Line Item Textual Name for Tax Group e.g. “Standard Rate”

«Tax»

Y

Line Item Tax Amount

«LineAmount»

Y

Line Item Total (Net)

 

 

 

Totals/SubTotals/Tax

 

 

«InvoiceSubTotal»

 

Invoice Total Net (ex Tax)

«InvoiceTotal»

 

Invoice Total Gross (inc Tax)

«InvoiceAmountDue»

 

Invoice Amount Due

«PurchaseSubTotal»

Y

Purchase Order Total Net (ex Tax)

«PurchaseTotal»

Y

Purchase Order Total Gross (inc Tax)

«PurchaseAmountDue»

Y

Purchase Order Amount Due

«PurchaseTotalNetPayments»

Y

Total Payments

«PurchaseDueDate»

Y

Purchase date

«TaxCode»

Y

Shows either:
Tax Group Name if there is only one Tax Component
Tax Component Name if there are multiple Tax Component

«TaxPercentage»

Y

Tax Percentage

«TaxTotal»

Y

Total Tax

 

 

 

Job Information

 

 

«JobNo»

 

Job Number

«DueIn»

 

Job Due In date

«Advisors»

 

Job Advisor

«Bay»

 

Job Bay Number/Description

«OrderNo»

 

Job Reference (External)

«Technicians»

 

Job Technician

 

 

 

Vehicle

 

 

«Plate»

 

Vehicle Plate/Reg

«VIN»

 

Vehicle VIN

«Make»

 

Vehicle Make

«Model»

 

Vehicle Model

«AnnualCheckDate»

 

Vehicle Annual Check Date (e.g. MOT)

«ServiceDate»

 

Vehicle Service Date

«RegDate»

 

Vehicle Registered Date

«Colour»

 

Vehicle Colour

«Trim»

 

Vehicle Trim

«WarrantyDate»

 

Vehicle Warranty Expiry Date

«Gearbox»

 

Vehicle Gearbox

«Odometer»

 

Vehicle Odometer Reading e.g. 10,000

«OdometerType»

 

Vehicle Odometer Type (Miles or Km)

 

 

 

Stock

 

 

«StockNumber»

Y

Stock Number

«FinanceOwed»

Y

Outstanding finance

«DeliveryDate»

Y

deliver date

«PurchaseDate»

Y

Purchase date

«RetailPrice»

Y

Retail price

«StockNotes»

Y

Notes

«StockCost»

Y

Cost ex finance

«StockTotal»

Y

Total cost

«StockPlate»

Y

Vehicle registration

«StockMake»

Y

Vehicle make

«StockOdometerType»

Y

Vehicle Odometer measure name

«StockModel»

Y

Vehicle Model

«StockRegDate»

Y

Vehicle Registration date

«StockVIN»

Y

Vehicle VIN

«StockGearbox»

Y

Vehicle gear box

«StockColour»

Y

Vehicle Colour

«StockTrim»

Y

Vehicle trim

«StockDerivative»

Y

Vehicle derivative

«StockOdometer»

Y

Vehicle odometer reading

Sales Order Document Template


Field name

Editable

Description

Company Info

 

 

<<CompanyNumber>>

 

Company number

<<CompanyName>>

 

Location name

<<CompanyPostalAddress>>

 

Location address

<<CompanyPhone>>

 

Phone number

<<CompanyTaxName>>

 

Tax name

<<CompanyTaxNumber>>

 

Tax number

 

 

 

Stock

 

 

<<StockNumber>>

 

Stock Number

<<FinanceOwed>>

 

Outstanding finance

<<DeliveryDate>>

 

Delivery date

<<PurchaseDate>>

 

Purchase date

<<RetialPrice>>

 

Retail price

<<StockNotes>>

 

Notes

<<StockCost>>

 

Cost ex finance

<<StockTotal>>

 

Total cost

<<StockPlate>>

 

Vehicle registration

<<StockMake>>

 

Vehicle make

<<StockModel>>

 

Vehicle model

<<StockRegDate>>

 

Vehicle Registration date

<<StockVIN>>

 

Vehicle  VIN

<<StockGearbox>>

 

Vehicle gear box

<<StockColour>>

 

Vehicle Colour

<<StockTrim>>

 

Vehicle trim

<<StockDerivative>>

 

Vehicle derivative

<<StockOdometer>>

 

Vehicle odometer reading

<<StockOdometerType>>

 

Vehicle Odometer measure name

<<Status>>

 

Stock Status

<<StockWarrantyDate>>

 

Vehicle warranty expiry Date

<<StockAnnualCheckDate>>

 

Vehicle next check date

<<StockServiceDate>>

 

Vehicle next service date

 

 

 

Finance Company

 

 

<<FinanceCompany>>

 

Finance contact name

<<FinanceCompanyPostalAddress>>

 

Postal address

<<FinanceCompanyBillingAddress>>

 

Billing address

<<FinanceCompanyPhone>>

 

Telephone number

<<FinanceCompanyEmail>>

 

Email address

 

 

 

Contact

 

 

<<ContactName>>

 

Name

<<ContactBillingAddress>>

 

Billing address

<<ContactPostalAddress>>

 

Postal address

<<ContactPhone>>

 

Telephone number

<<ContactEmail>>

 

Email address

<<ContactMobile>>

 

Mobile number

<<InvoiceContactName>>

 

Invoice to Name

<<InvoiceContactBillingAddress>>

 

Invoice to Billing address

<<InvoiceContactPhone>>

 

Invoice to Telephone number

<<InvoiceContactEmail>>

 

Invoice to Email address

<<InvoiceContactMobile>>

 

Invoice to Mobile number

<<InvoiceContactReference>>

 

Invoice to Reference

 

 

 

Line items

 

 

<<Description>>

 

Description

<<Discount>>

N

Discount

<<UnitAmount>>

 

Value

<<Tax>>

N

Tax value

<<LineAmount>>

N

Total value ex. Tax

<<FriendlyTaxName>>

 

Tax name

 

 

 

Part Exchange

Each Table row must start with <<TableStart:PartExchanges>>

 

<<PartExchangePlate>>

 

Vehicle Plate

<<PartExchangeMake>>

 

Vehicle Make

<<PartExchangeModel>>

 

Vehicle Model

<<PartExchangeVIN>>

 

Vehicle VIN

<<PartExchangeRegDate>>

 

Vehicle Registration date

<<PartExchangeOdometerType>>

 

Vehicle Odometer measure name

<<PartExchangeOdometer>>

 

Vehicle odometer reading

<<PartExchageDerivative>>

 

Vehicle Derivative

<<PartExchangeNumber>>

 

Stock Number

<<PartExchangeTotal>>

 

Stock Cost

<<PartExchangeNotes>>

 

Stock Notes

<<PartExchangeFinanceOwed>>

 

Stock Finance owed

<<PartExchangeFinanceCompany>>

 

Finance Contact Name

<<PartExchangeCost>>

 

Stock Cost ex finance

 

 

 

Deposit

Each Table row must start with <<TableStart:Allocation>>

 

<<AllocationNumber>>

 

Number

<<AllocationDate>>

 

Date

<<AllocationTotal>>

 

Amount

 

 

 

Totals

 

 

<<TaxCode>>

N

Tax name

<<TaxTotal>>

 

Total tax

<<TaxPercentage>>

 

Tax Rate

<<StockItemSubTotal>>

 

Invoices Total ex Tax

<<StockItemTotal>>

 

Invoice Total

<<StockAmountDue>>

 

Amount due

 

 

 

Other

 

 

<<DocTitle>>

 

Sales Order

 

 

Feedback and Knowledge Base