Invoices
Field Mappings
These are the properties synced as standard for invoices, from the ERP system to Lime CRM.
Invoices
| Lime CRM |
Finance & Operations |
| Invoice number |
InvoiceNumber |
| Company |
Relation set based on company.erp_id = InvoiceCustomerAccountNumber. |
| Customer Number |
InvoiceCustomerAccountNumber |
| Customer's Reference |
CustomersOrderReference |
| Our reference |
ResponsibleEmployee.Name |
| Type |
? |
| Invoice Date |
InvoiceDate |
| Due Date |
(Transactions) DueDate |
| Currency |
CurrencyCode |
| Amount |
TotalInvoiceAmount - TotalTaxAmount |
| VAT |
? |
| Total Amount |
TotalInvoiceAmount |
| Balance |
TotalInvoiceAmount - Sum of transactions |
| Paid |
True if sum of transactions equals TotalInvoiceAmount. |
| Payment Date |
(Transactions) TransDate |
| Shredded |
N/A |
| Exchange Rate |
(Transactions) ExchRate |
Invoice Rows
| Lime CRM |
Finance & Operations |
| Row ID |
(Invoice) InvoiceNumber + _ + enumerator |
| Invoice |
Relation set based on (Invoice) InvoiceNumber. |
| Item |
ProductNumber |
| Description |
ProductDescription |
| Units |
InvoicedQuantity |
| Amount |
LineAmount |
| Contribution margin |
N/A |