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 Name Description
   
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
[#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>.
[#HrsTotal#] Total hours billed
[#ProfChargeTotal#] Total Professional Charges
[#ServiceTaxTotal#] Total Service Tax
[#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
[#AddChargeTotal#] Total Additional Charges
[#SalesTaxTotal#] Sales Tax Total
[#OverheadAmt#] Overhead Amount
[#LateFees#] Late Fees
[#Discount#] Discount
[#FinanceCharge#] Finance Charges
[#TotalTaxAmount#] Total Tax
[#InvoiceAmt#] Invoice Amount before applied payment
[#LastRcvdAmt#] Payment received during 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
[#RetainerBalance#] Retainer balance
[#MinRetainerBalance#] Matter's minimum required retainer value, if set.
[#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 for funds received since last invoice
[#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.
   
LETTERS/COVERPAGES  
[#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