Field Name |
Description |
[#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 |
[#MatterOwnerName#] |
Matter Owner (aka Responsible Lawyer) Name |
[#MatterOwnerSignature#] |
Will display signature image on invoice templates that was uploaded on Edit Matter Owner page |
[#ClientInfo#] |
Full client address block |
[#ClientInfo-Linked-Clients#] |
Adds the primary contact and another party labeled client in the relations tab. |
[#ClientDisplayName#] |
Will display client’s display name (Contacts > Clients > Click add > Display Name) |
[#ClientOriginalName#] |
Will display client’s original name (Contacts > Clients > Click add > Original Name) |
[#ClientPrimaryAddress#] |
Will include Primary Address for client which includes Address 1, Address 2, City, State, Zip.
E.g. 123 W High St,
Nashville, TN 38456 (Contacts > Clients > Click add > Primary Address) |
[#ClientPrimaryName#] |
Will display client’s Primary name (Contacts > Clients > Click add > Primary Party Info > Primary Party Name) |
[#ClientSecondaryName#] |
Will display client’s Secondary name (Contacts > Clients > Click add > Secondary Party Info > Secondary Party Name) |
[#ClientSecondaryPartyAddress#] |
Will include Secondary Party Address for client which includes Address 1, Address 2, City, State, Zip.
E.g. 123 W High St,
Nashville, TN 38456
(Contacts > Clients > Click add > Add more parties > Secondary party info > Secondary party Address) |
[#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:
|
[#ProfSerItems3#] |
- Service items minimal details table.
- No listed amounts for each line item.
Lists:
|
[#ProfSerItems4#] |
- Service items details table without timekeeper rates or amounts.
Lists:
- Date
- Timekeeper Initials
- Item details
|
[#ProfSerItems5#] |
- Service items details table without individual line amount.
Lists:
- Date
- Timekeeper Initials
- Item details
- Hours
|
[#ProfSerItems6#] |
- Service items details table without timekeeper initials.
Lists:
- Date
- Item details
- Hours
- Rate
- Amount
|
[#ProfSerItems7#] |
This field will include task/description for timecards linked to invoice in paragraph separated by semicolon (;) |
[#ProfSerItems8#] |
- Service items details table with columns for:
- Date
- Description
- Time Billed (Hours)
- Lawyer
|
[#TableProfSerItems1#] |
Service items details table with borders and columns for:
- Date
- Timekeeper
- Description
- Hours
- Amount
|
[#HrsTotal#] |
Total hours billed |
[#ProfChargeTotal#] |
Total Professional Charges |
[#ProfChargeTotalLessDiscount#] |
Total amount after discount is applied to the fees |
[#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:
|
[#AddChargeItems4#] |
- Expense items table
Lists:
|
[#AddHardCostItems#] |
A variation of field “[#AddChargeItems#]” (6 Columns) but listing only Hard Cost Items. |
[#AddHardCostItems1#] |
A variation of field “[#AddChargeItems1#]” (5 Columns) but listing only Hard Cost Items. |
[#AddHardCostItems2#] |
A variation of field “[#AddChargeItems2#]” (4 Columns) but listing only Hard Cost Items. |
[#AddHardCostItems3#] |
A variation of field “[#AddChargeItems3#]” (3 Columns) but listing only Hard Cost Items. |
[#AddHardCostItems4#] |
A variation of field “[#AddChargeItems4#]” (2 Columns) but listing only Hard Cost Items. |
[#AddHardCostTaxableItems#] |
Displays description and amount |
[#AddHardCostTaxableItems1#] |
Displays date, details, quantity, and amount (4 Columns) |
[#AddHardCostTaxableItems3#]
|
Provides date, details and amount for any hard cost created as taxable |
[#AddHardCostNonTaxableItems#] |
Displays description and amount |
[#AddHardCostNonTaxableItems1#] |
Displays date, details, quantity, and amount (4 Columns) |
[#AddHardCostNonTaxableItems3#]
|
Provides dates, details and amount for any hard cost created as non-taxable |
[#AddSoftCostItems#] |
A variation of field “[#AddChargeItems#]” (6 Columns) but listing only Soft Cost Items. |
[#AddSoftCostItems1#] |
A variation of field “[#AddChargeItems1#]” (5 Columns) but listing only Soft Cost Items. |
[#AddSoftCostItems2#] |
A variation of field “[#AddChargeItems2#]” (4 Columns) but listing only Soft Cost Items. |
[#AddSoftCostItems3#] |
A variation of field “[#AddChargeItems3#]” (3 Columns) but listing only Soft Cost Items. |
[#AddSoftCostItems4#] |
A variation of field “[#AddChargeItems4#]” (2 Columns) but listing only Soft Cost Items. |
[#AddSoftCostTaxableItems3#] |
Provides date, details and amount for any soft cost created as taxable |
[#AddSoftCostNonTaxableItems3#] |
Provides date, details and amount for any soft cost created as non-taxable |
[#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#] |
[#TotalAmountWithoutTax#] |
Displays total invoice amount without taxes |
[#TotalNonTaxableHardCost#] |
Displays total nontaxable hard cost without taxes |
[#TotalTaxableHardCost#] |
Displays total taxable hard cost without taxes |
[#TotalTaxOnTaxableSoftCost#] |
Displays total tax on taxable soft cost items |
[#TotalNonTaxableSoftCost#] |
Displays total of nontaxable soft cost without taxes |
[#TotalTaxableSoftCost#] |
Displays total of taxable soft cost without taxes |
[#OverheadAmt#] |
Overhead Amount |
[#LateFees#] |
Late Fees |
[#Discount#] |
Discount |
[#FinanceCharge#] |
Finance Charges |
[#InvoiceAmt#] |
Invoice Amount before applied payment |
[#LastRcvdAmt#] |
Sum of Payment(s) received after last invoice and applied to any open invoice(s) prior to the current invoice |
[#AppliedAmt#] |
Payment received for the current invoice |
[#TotalInvoicePayments#] |
- Any/all payment made on receivables for selected matter through any source (Operating Retainer, Trust Retainer, direct payments).
- Total Payments for life of Matter – sum total of all invoice payments made on the matter since it was opened.
|
[#TotalAmountBilled#] |
Total of all the invoices billed. Total Billed for life of Matter – sum total of all items billed to the client for the matter since it was opened. |
[#InvoiceBalance#] |
The remaining balance of the current invoice after applied payment |
[#InvoiceBalanceIncReplenishAmt#] |
The remaining balance of the 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). |
[#InvoiceTotalConvertedAmount#] |
- Multiplies the invoice amount by value set under Invoice Settings
- Useful for entering non-variable currency rates so invoice amounts display in two currencies
|
[#InvoiceBalanceConvertedAmount#] |
Multiplies the [#BalanceDue#] by the [#InvoiceAmountMultiplier#] |
[#FundsRecdItems#] |
- Table to display funds received since last invoice.
- Populates a 6-column “Transactions since last invoice” table and provides values for:
- Date
- Ref#
- Account
- Payee
- Deposit
- Withdrawal
- Setup > Invoice Templates -> Print Client Transactions also controls data in this table.
|
[#FundsRecdItems1#] |
- Table to display funds received since last invoice.
- This field will populate all the transactions in Client-Matter.
- Populates a 7-column table and provides values for:
- Date
- Ref#
- Type (Will be ‘Trust’ or ‘General’)
- Payee
- Description (Memo1 of Transaction)
- Deposit
- Withdrawal
- Setup > Invoice > Templates > Print Client Transactions also controls data displayed in this table.
|
[#FundsRecdItems2#] |
- Table to display all funds received on the matter.
- Populates a 7-column table and provides values for:
- Date
- Ref#
- Type (Will be ‘Trust’ or ‘General’)
- Payee
- Description (Memo1 of Transaction)
- Deposit
- Withdrawal
- Setup > Invoice > Templates > Print Client Transactions also controls data displayed in this table.
|
[#CurrentMonthItems#] |
- Table to display all funds received on the matter for the current month.
- Populates a 6-column table and provides values for:
- Date
- Ref#
- Account
- Payee
- Deposit
- Withdrawal
- Setup > Invoice Templates -> Print Client Transactions also controls data in this table.
|
[#TotalTrustDeposits#] |
Total deposits made in matter’s trust banks till date when you print an invoice. Total will include:
- Value of all the trust banks.
- Total Trust Payments for life of Matter – sum total of all trust deposits made on the matter since it was opened.
|
[#TotalTrustWithdrawals#] |
- Total withdrawal from all the trust banks associated with the matter.
- Total Trust Withdrawals for life of Matter – sum total of all trust withdrawals made for the matter since it was opened.
|
[#TrustLedger#] |
A table field which populates a 3-column Trust Ledger table to show previous balance as of last invoice date and all the activities that occurred between last invoice date and new invoice date with columns for:
|
[#TimeKeeperSummaryTable#] |
A table field which populates a 3-column “Summary of Legal Services” table and provides values as summary statistics for each timekeeper in the current invoice:
|
[#TimeKeeperSummaryTable1#] |
A table field which populates a 4 column “Summary of Legal Services” table and provides values as summary statistics for each timekeeper in the current invoice:
-
- Name
- Title
- Time Spent
- Amount
|
[#TimeKeeperSummaryTable2#] |
- A table field which populates a 5 column “Summary of Legal Services” table and provides these values as summary statistics for each timekeeper in the current invoice:
- Name
- Title
- Time Spent
- Effective Rate
- Amount
- Effective Rate value is calculated for each invoice as Timekeeper’s Amount/Time Spent, rounded to nearest integer.
|
[#TimeKeeperSummaryTable3#] |
- A table field which populates a 4 column “Summary of Legal Services” table and provides values as summary statistics for each timekeeper in the current invoice:
- Timekeeper Name
- Time Billed (Hours)
- Effective Rate
- Amount
- Effective Rate value is calculated for each invoice as timekeeper’s amount/time spent, rounded to the nearest integer.
|
[#OpenInvoiceLog#] |
- A table field which lists all prior invoices with balance > 0 showing breakdown of “Prior Balance” in 5 columns:
- Date
- Invoice #
- Original Amount
- Payment Applied
- Balance
- This is used to itemize open invoices as of the invoice date.
|
[#PriorInvoiceLog#] |
- A table field which lists all prior invoices (paid or unpaid) showing in 5 columns:
- Date
- Invoice #
- Original Amount
- Payment Applied
- Balance
- This is used to itemize/log all previously issued invoices.
|