When editing your invoice templates, there are several fields already provided. Here is a full list of our available fields along with their definitions. You can copy the field and paste it into any template to populate the associated information. 


 

Field NameDescription
FIRM INFORMATION
[#FirmName#]Firm Name
[#FirmAddress#]Firm Street Address
[#FirmPhoneFax#]Firm Phone/Fax
[#WebSite#]Firm Website
 
 
INVOICES
[#InvoicePaymentLink#]Invoice Payment Link (invoices only)
[#ClientId#]Client's ID #
[#InvoiceDate#]Invoice Date
[#InvoiceNum#]Invoice Number
[#Matter#]Matter Name
[#MatterFileNum#]Matter File No.
[#MatterPONumber#]Matter PO Number
[#ClientInfo#]Full client address block
[#ClientInfo-Linked-Clients#]
A field which populates 3 column - 1 row table. Used if multiple clients are to be displayed on same invoice (up-to-3). Additional clients are linked using Matter Relations function.
[#DueDate#]Invoice Due Date
[#InvoiceDescription#]Invoice Description
[#PrintDate#]Date invoice is being printed
[#ProfSerItems#]Service items details table. Format changes depending upon matter type. Hourly Invoice Field lists Date, Timekeeper Initials, Item details, Hours, Rate, Amount).
[#ProfSerItems1#]Service items details table without timekeeper rates. Lists: Date, Timekeeper Initials, Item details, Hours, Amount.
[#ProfSerItems2#]Service items minimal details table. Lists: Date, Item details, Amount.
[#ProfSerItems3#]Service items minimal details table and also no listed amounts for each line item. Lists: Date, Item details, <Blank>.
[#ProfSerItems4#]    
Service items details table without timekeeper rates or amounts. Lists: Date, Timekeeper Initials, Item details, <blank>, <blank>.
[#ProfSerItems5#]
Service items details table without individual line amount. Lists: Date, Timekeeper Initials, Item details, Hours.
[#HrsTotal#]Total hours billed
[#ProfChargeTotal#]Total Professional Charges
[#AddChargeItems#]Expense items table. Lists: Date, Initials, Details, Quantity, Rate, Amount 
[#AddChargeItems1#]Expense items table. Lists: Date, Details, Quantity, Rate, Amount 
[#AddChargeItems2#]Expense items table. Lists: Date, Initials, Details, Amount
[#AddChargeItems3#]Expense items table. Lists: Date, Details, Amount
[#AddHardCostItems#]
A variation of field "[#AddChargeItems#]" (6 Columns) but listing only Hard Cost Items.
[#AddSoftCostItems#]
A variation of field "[#AddChargeItems#]" (6 Columns) but listing only Soft Cost Items.
[#AddChargeTotal#]Total Additional Charges
[#AddHardCostTotal#]
A variation from [#AddChargeTotal#] but which only totals items in [#AddHardCostItems#]
[#AddSoftCostTotal#]
A variation from [#AddChargeTotal#] but which only totals items in [#AddSoftCostItems#]
[#OverheadAmt#]Overhead Amount
[#LateFees#]Late Fees
[#Discount#]Discount
[#FinanceCharge#]Finance Charges
[#InvoiceAmt#]Invoice Amount before applied payment
[#LastRcvdAmt#]Payment received during a current billing cycle and applied to any open invoice(s) prior to current invoice. 
[#AppliedAmt#]Payment received for current invoice
[#InvoiceBalance#]Remaining balance of current invoice after applied payment
[#InvoiceBalanceIncReplenishAmt#]Remaining balance of current invoice after applied payment and including [#ReplenishAmt#] value.
[#PreviousMatterBalance#]Sum of previous invoice balances
[#PreviousMatterBalance1#]Sum of previous invoice balances excluding [#LastRcvdAmt#] amount.
[#BalanceDue#]Total balance due
[#BalanceDueIncReplenishAmt#]Total balance due including [#ReplenishAmt#] value
[#ReplenishAmt#]Replenishment amount required to bring matter's trust balance to its minimum required value.
[#RoundedReplenishAmt#] Replenishment amount (rounded to next 100) required to bring matter's trust balance to its minimum required value.
[#InvoiceAmtIncReplenishAmt#]Current invoice amount PLUS Replenishment amount (as of Invoice Printing Date).
[#InvoiceAmtIncRoundedReplenishAmt#]Current invoice amount PLUS rounded replenishment amount (as of Invoice Printing Date).
[#FundsRecdItems#]                             Table to display funds received since last invoice. This populates 6 column "Transactions since last invoice" table and provides values for "Date, Ref#, Account, Payee, Deposit, Withdrawal. Data in this table is also controlled by user selected option under Setup-> Invoice Templates -> Print Client Transactions.
[#TimeKeeperSummaryTable#] A field which populates 3 column "Summary of Legal Services" table and provides values for "Name, Time Spent, and Amount" as summary statistics for each timekeeper in the current invoice.


INVOICE RETAINER RELATED FIELDS
[#RetainerBalance#]
Total Retainer balance (Trust & Operating)
[#MinRetainerBalance#]
Matter's minimum required retainer value if set.
[#MatterTrustBalance#]
Trust Only Retainer balance
[#MatterTrustBalance-COA-2300#]
Trust COA 2300 Only Retainer balance
[#MatterTrustBalance-COA-2310#]
Trust COA 2310 Only Retainer balance
[#MatterOperatingBalance#]
Operating Only Retainer balance


INVOICE TAX RELATED FIELDS
[#AddTaxableChargeItems#]
A variation of current table [#AddChargeItems#] (6 columns) but listing ONLY taxable expense items.
[#AddTaxableChargeTotal#]
Total of taxable expense items included in variable [#AddTaxableChargeItems#] list.
[#AddNonTaxableChargeItems#]
A variation of current table [#AddChargeItems#] (6 columns) but kisting ONLY non-taxable expense items.
[#AddNonTaxableChargeTotal#]
Total of non-taxable expense items included in [#AddNonTaxableChargeItems#]
 list.
[#fee-tax1-amount#]
Total of Tax1 Amount on Fees Only
[#fee-tax2-amount#]
Total of Tax2 Amount on Fees Only
[#cost-tax1-amount#]
Total of Tax1 Amount on Costs Only
[#cost-tax2-amount#]
Total of Tax2 Amount on Costs Only
[#total-tax1-amount#]
Total of Tax1 Amount
[#total-tax2-amount#]
Total of Tax2 Amount
[#ServiceTaxTotal#]
Total of Taxes on Fees
[#SalesTaxTotal#]
Total of Taxes on Costs/Disbursements
[#TotalTaxAmount#]
Total Taxes
[#total-hardcost-tax1-amount#]
Total of Tax1 Amount on Hard Costs Only
[#total-hardcost-tax2-amount#]
Total of Tax2 Amount on Hard Costs Only
[#total-hardcost-tax-amount#]
Total of Taxes on Hard Costs
[#total-softcost-tax1-amount#]
Total of Tax1 Amount on Soft Costs Only
[#total-softcost-tax2-amount#]
Total of Tax2 Amount on Soft Costs Only
[#total-softcost-tax-amount#]
Total of Taxes on Soft Costs
[#fee-tax1-rate#]
Tax1 % Rate on Fee
[#fee-tax2-rate#]
Tax2 % Rate on Fee
[#cost-tax1-rate#]
Tax1 % Rate on Cost
[#cost-tax2-rate#]
Tax2 % Rate on Cost
[#fee-tax1-label#]
Tax1 on Fee Title
[#fee-tax2-label#]
Tax2 on Fee Title
[#cost-tax1-label#]
Tax1 on Cost Title
[#cost-tax2-label#]
Tax2 on Cost Title
[#Tax1-ID-Number#]
Firm's Tax1 ID Number
[#Tax2-ID-Number#]
Firm's Tax2 ID Number


CANADA SPECIFIC ADDITIONAL INVOICE TAX RELATED FIELDS
[#cost-vendortax1-amount#]  
Total of Tax1 Amount on Disbursements As Agent
[#cost-vendortax2-amount#]  
Total of Tax2 Amount on Disbursements As Agent
[#cost-firmtax1-amount#]
Total of Tax1 Amount on Disbursements Excluding Disbursements as Agent
[#cost-firmtax2-amount#]
Total of Tax2 Amount on Disbursements Excluding Disbursements as Agent
 
 
LETTERS/COVER PAGES
[#ClientContact#]Client contact name only
[#BookKeeperName#]Bookkeeper Name (Signature on cover page)
[#BookKeeperTitle#]Bookkeeper Title (Signature on cover page)
[#BookKeeperPhone#]Bookkeeper Phone (Signature on cover page)
[#MinRetainerAmt#]Matter – Minimum Required Retainer
[#InvoiceReminderDate#]Reminder Notice Date
[#PaymentDate#]Payment  Needed By
[#RetainerReminderDate#]Reminder notice date
[#ReplenishAmt#]Replenishment Retainer Needed
[#LateFees#]Late Fees
[#Discount#]Discount