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
[#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