Invoice Object Template

Invoice Object – Available Fields Overview

This article provides a reference list of all available fields in the Invoice Object when building custom reports in PortPro. These fields are essential for financial reporting, reconciliation, and operational insights into customer invoicing activity.

Invoice Details

• Invoice # – Unique identifier for the invoice

• Invoice Date – Date the invoice was generated

• Invoice Due Date – Payment due date per invoice terms

• Invoice Total – Total invoiced amount including taxes

• Tax Amount – Total tax charged on the invoice

• Payment Terms – Terms agreed upon for payment (e.g., Net 30)

• Aging Status – Categorization based on days outstanding (e.g., Current, 30+, 60+)

• Days Outstanding – Number of days since invoice issuance

• Invoice Created By – User who created the invoice

• Invoice Create Date – Timestamp of invoice creation

• Credit Memo Number – Reference to an applied credit memo (if any)

• Credit Amount Applied – Dollar amount of credit applied toward this invoice

Load & Customer Information

• Load # – Internal reference for the load associated with the invoice

• Customer – Customer being invoiced

• Customer External ID – External system ID tied to the customer

• Bill To – Name or entity responsible for payment

• Bill To External ID – External system ID for the Bill To party

• Reference # – Customer-supplied reference or PO number

• Container # – Container associated with the invoice

• Branch – Internal office or location issuing the invoice

• Branch External ID – External system identifier for the branch

Charge Details

• Charge Set # – Identifier for the group of charges

• Charge Set Amount – Total charges under the charge set

• Charge Code – Line item charge code (e.g., linehaul, detention)

• Charge Code Amount – Specific dollar value per charge code

• Charge Description – Description of each individual charge

• Line Item # – Line-level identifier used in invoice breakdown

Expense Information (if applicable)

• Expense Name – Name of any associated vendor or internal expense

• Expense Description – Detail describing the nature of the expense

• Units (Expenses) – Number of units applied to the expense line

Error Message Summary:

The error message indicates that Charge Code or Charge Code Amount cannot be used together with Charge Breakdown in the same custom report.

How to Resolve:

To clear the error:

• Remove either:

  • Charge Code

  • Charge Code Amount
    or

• Remove Charge Breakdown

These fields conflict because Charge Breakdown already expands each charge code and amount into individual columns, making the other two redundant.

Use these fields to build detailed invoice reports for internal accounting, customer billing transparency, and ERP integrations.