There are numerous merge fields available for you to insert in your Microsoft Word invoice document templates.
Important
Inserting these merge fields in your Word template does not update your invoice template’s fields under Setup > Firm Settings > Invoice Settings.
Copy the desired fields from these tables and paste them into your template.
Global (System Fields)
| Field Name | Text to Paste into Invoice Template |
| Global | «Global» |
| Global_Today | «Global_Today» |
| Global_Today_Day | «Global_Today_Day» |
| Global_Today_Month | «Global_Today_Month» |
| Global_Today_Year | «Global_Today_Year» |
| User Name | «Global_User» |
| Global_User_Display | «Global_User_Display» |
| Global_User_First | «Global_User_First» |
| Global_User_Last | «Global_User_Last» |
| Global_User_Middle | «Global_User_Middle» |
Firm (System Fields)
| Field Name | Text to Paste into Invoice Template |
| Firm | «Firm» |
| Firm_Addr | «Firm_Addr» |
| Firm_Addr_Addr1 | «Firm_Addr_Addr1» |
| Firm_Addr_Addr2 | «Firm_Addr_Addr2» |
| Firm_Addr_City | «Firm_Addr_City» |
| Firm_Addr_Country | «Firm_Addr_Country» |
| Firm_Addr_Country_Full | «Firm_Addr_Country_Full» |
| Firm_Addr_Full | «Firm_Addr_Full» |
| Firm_Addr_State | «Firm_Addr_State» |
| Firm_Addr_State_Full | «Firm_Addr_State_Full» |
| Firm_Addr_Zip | «Firm_Addr_Zip» |
| Firm_BookKeeper | «Firm_BookKeeper» |
| Firm_BookKeeper_Name | «Firm_BookKeeper_Name» |
| Firm_BookKeeper_Name_Display | «Firm_BookKeeper_Name_Display» |
| Firm_BookKeeper_Name_First | «Firm_BookKeeper_Name_First» |
| Firm_BookKeeper_Name_Last | «Firm_BookKeeper_Name_Last» |
| Firm_BookKeeper_Name_Middle | «Firm_BookKeeper_Name_Middle» |
| Firm_BookKeeper_Phone | «Firm_BookKeeper_Phone» |
| Firm_BookKeeper_Title | «Firm_BookKeeper_Title» |
| Firm_Email | «Firm_Email» |
| Firm_Fax | «Firm_Fax» |
| Firm_LawFirmId | «Firm_LawFirmId» |
| Firm_Phone | «Firm_Phone» |
| Firm_WebSite | «Firm_WebSite» |
Invoice (System Fields)
| Invoice | «Invoice» |
| Invoice_CollectedTax1OnCost | «Invoice_CollectedTax1OnCost» |
| Invoice_CollectedTax2OnCost | «Invoice_CollectedTax2OnCost» |
| Invoice_Description | «Invoice_Description» |
| Invoice_DiscountAmount | «Invoice_DiscountAmount» |
| Invoice_DiscountIsTaxable | «Invoice_DiscountIsTaxable» |
| Invoice_DueDate | «Invoice_DueDate» |
| Invoice_DueDate_Day | «Invoice_DueDate_Day» |
| Invoice_DueDate_Month | «Invoice_DueDate_Month» |
| Invoice_DueDate_Year | «Invoice_DueDate_Year» |
| Invoice_Finalized | «Invoice_Finalized» |
| Invoice_FinanceChargeAmount | «Invoice_FinanceChargeAmount» |
| Invoice_FixedOrContingencyFees | «Invoice_FixedOrContingencyFees» |
| Invoice_HardCostTotalAmount | «Invoice_HardCostTotalAmount» |
| Invoice_HasWriteOff | «Invoice_HasWriteOff» |
| Invoice_InvoiceAmount | «Invoice_InvoiceAmount» |
| Invoice_InvoiceAmountBeforeWriteOff | «Invoice_InvoiceAmountBeforeWriteOff» |
| Invoice_InvoiceBalance | «Invoice_InvoiceBalance» |
| Invoice_InvoiceDate | «Invoice_InvoiceDate» |
| Invoice_InvoiceDate_Day | «Invoice_InvoiceDate_Day» |
| Invoice_InvoiceDate_Month | «Invoice_InvoiceDate_Month» |
| Invoice_InvoiceDate_Year | «Invoice_InvoiceDate_Year» |
| Invoice_InvoiceNumber | «Invoice_InvoiceNumber» |
| Invoice_InvoiceStatus | «Invoice_InvoiceStatus» |
| Invoice_LateFees | «Invoice_LateFees» |
| Invoice_Matter | «Invoice_Matter» |
| Invoice_Matter_AreaOfLaw | «Invoice_Matter_AreaOfLaw» |
| Invoice_Matter_AreaOfLaw_Code | «Invoice_Matter_AreaOfLaw_Code» |
| Invoice_Matter_BillingMethod | «Invoice_Matter_BillingMethod» |
| Invoice_Matter_Client | «Invoice_Matter_Client» |
| Invoice_Matter_Client_Billing | «Invoice_Matter_Client_Billing» |
| Invoice_Matter_Client_Billing_Addr | «Invoice_Matter_Client_Billing_Addr» |
| Invoice_Matter_Client_Billing_Addr_Addr1 | «Invoice_Matter_Client_Billing_Addr_Addr1» |
| Invoice_Matter_Client_Billing_Addr_Addr2 | «Invoice_Matter_Client_Billing_Addr_Addr2» |
| Invoice_Matter_Client_Billing_Addr_City | «Invoice_Matter_Client_Billing_Addr_City» |
| Invoice_Matter_Client_Billing_Addr_Country | «Invoice_Matter_Client_Billing_Addr_Country» |
| Invoice_Matter_Client_Billing_Addr_Country_Full | «Invoice_Matter_Client_Billing_Addr_Country_Full» |
| Invoice_Matter_Client_Billing_Addr_Full | «Invoice_Matter_Client_Billing_Addr_Full» |
| Invoice_Matter_Client_Billing_Addr_State | «Invoice_Matter_Client_Billing_Addr_State» |
| Invoice_Matter_Client_Billing_Addr_State_Full | «Invoice_Matter_Client_Billing_Addr_State_Full» |
| Invoice_Matter_Client_Billing_Addr_Zip | «Invoice_Matter_Client_Billing_Addr_Zip» |
| Invoice_Matter_Client_Billing_Name | «Invoice_Matter_Client_Billing_Name» |
| Invoice_Matter_Client_Billing_Name_Display | «Invoice_Matter_Client_Billing_Name_Display» |
| Invoice_Matter_Client_Billing_Name_First | «Invoice_Matter_Client_Billing_Name_First» |
| Invoice_Matter_Client_Billing_Name_Last | «Invoice_Matter_Client_Billing_Name_Last» |
| Invoice_Matter_Client_Billing_Name_Middle | «Invoice_Matter_Client_Billing_Name_Middle» |
| Invoice_Matter_Client_Code | «Invoice_Matter_Client_Code» |
| Invoice_Matter_Client_Company | «Invoice_Matter_Client_Company» |
| Invoice_Matter_Client_Email | «Invoice_Matter_Client_Email» |
| Invoice_Matter_Client_Name | «Invoice_Matter_Client_Name» |
| Invoice_Matter_Client_Name_Display | «Invoice_Matter_Client_Name_Display» |
| Invoice_Matter_Client_Name_First | «Invoice_Matter_Client_Name_First» |
| Invoice_Matter_Client_Name_Last | «Invoice_Matter_Client_Name_Last» |
| Invoice_Matter_Client_Name_Middle | «Invoice_Matter_Client_Name_Middle» |
| Invoice_Matter_Client_Prim | «Invoice_Matter_Client_Prim» |
| Invoice_Matter_Client_Prim_Addr | «Invoice_Matter_Client_Prim_Addr» |
| Invoice_Matter_Client_Prim_Addr_Addr1 | «Invoice_Matter_Client_Prim_Addr_Addr1» |
| Invoice_Matter_Client_Prim_Addr_Addr2 | «Invoice_Matter_Client_Prim_Addr_Addr2» |
| Invoice_Matter_Client_Prim_Addr_City | «Invoice_Matter_Client_Prim_Addr_City» |
| Invoice_Matter_Client_Prim_Addr_Country | «Invoice_Matter_Client_Prim_Addr_Country» |
| Invoice_Matter_Client_Prim_Addr_Country_Full | «Invoice_Matter_Client_Prim_Addr_Country_Full» |
| Invoice_Matter_Client_Prim_Addr_Full | «Invoice_Matter_Client_Prim_Addr_Full» |
| Invoice_Matter_Client_Prim_Addr_State | «Invoice_Matter_Client_Prim_Addr_State» |
| Invoice_Matter_Client_Prim_Addr_State_Full | «Invoice_Matter_Client_Prim_Addr_State_Full» |
| Invoice_Matter_Client_Prim_Addr_Zip | «Invoice_Matter_Client_Prim_Addr_Zip» |
| Invoice_Matter_Client_Prim_Phone_Cell | «Invoice_Matter_Client_Prim_Phone_Cell» |
| Invoice_Matter_Client_Prim_Email | «Invoice_Matter_Client_Prim_Email» |
| Invoice_Matter_Client_Prim_Fax | «Invoice_Matter_Client_Prim_Fax» |
| Invoice_Matter_Client_Prim_Phone_Home | «Invoice_Matter_Client_Prim_Phone_Home» |
| Invoice_Matter_Client_Prim_Name | «Invoice_Matter_Client_Prim_Name» |
| Invoice_Matter_Client_Prim_Name_Display | «Invoice_Matter_Client_Prim_Name_Display» |
| Invoice_Matter_Client_Prim_Name_First | «Invoice_Matter_Client_Prim_Name_First» |
| Invoice_Matter_Client_Prim_Name_Last | «Invoice_Matter_Client_Prim_Name_Last» |
| Invoice_Matter_Client_Prim_Name_Middle | «Invoice_Matter_Client_Prim_Name_Middle» |
| Invoice_Matter_Client_Prim_Phone_Work | «Invoice_Matter_Client_Prim_Phone_Work» |
| Invoice_Matter_Client_Sec | «Invoice_Matter_Client_Sec» |
| Invoice_Matter_Client_Sec_Addr | «Invoice_Matter_Client_Sec_Addr» |
| Invoice_Matter_Client_Sec_Addr_Addr1 | «Invoice_Matter_Client_Sec_Addr_Addr1» |
| Invoice_Matter_Client_Sec_Addr_Addr2 | «Invoice_Matter_Client_Sec_Addr_Addr2» |
| Invoice_Matter_Client_Sec_Addr_City | «Invoice_Matter_Client_Sec_Addr_City» |
| Invoice_Matter_Client_Sec_Addr_Country | «Invoice_Matter_Client_Sec_Addr_Country» |
| Invoice_Matter_Client_Sec_Addr_Country_Full | «Invoice_Matter_Client_Sec_Addr_Country_Full» |
| Invoice_Matter_Client_Sec_Addr_Full | «Invoice_Matter_Client_Sec_Addr_Full» |
| Invoice_Matter_Client_Sec_Addr_State | «Invoice_Matter_Client_Sec_Addr_State» |
| Invoice_Matter_Client_Sec_Addr_State_Full | «Invoice_Matter_Client_Sec_Addr_State_Full» |
| Invoice_Matter_Client_Sec_Addr_Zip | «Invoice_Matter_Client_Sec_Addr_Zip» |
| Invoice_Matter_Client_Sec_Phone_Cell | «Invoice_Matter_Client_Sec_Phone_Cell» |
| Invoice_Matter_Client_Sec_Email | «Invoice_Matter_Client_Sec_Email» |
| Invoice_Matter_Client_Sec_Fax | «Invoice_Matter_Client_Sec_Fax» |
| Invoice_Matter_Client_Sec_Phone_Home | «Invoice_Matter_Client_Sec_Phone_Home» |
| Invoice_Matter_Client_Sec_Name | «Invoice_Matter_Client_Sec_Name» |
| Invoice_Matter_Client_Sec_Name_Display | «Invoice_Matter_Client_Sec_Name_Display» |
| Invoice_Matter_Client_Sec_Name_First | «Invoice_Matter_Client_Sec_Name_First» |
| Invoice_Matter_Client_Sec_Name_Last | «Invoice_Matter_Client_Sec_Name_Last» |
| Invoice_Matter_Client_Sec_Name_Middle | «Invoice_Matter_Client_Sec_Name_Middle» |
| Invoice_Matter_Client_Sec_Phone_Work | «Invoice_Matter_Client_Sec_Phone_Work» |
| Invoice_Matter_Client_Type | «Invoice_Matter_Client_Type» |
| Invoice_Matter_Client_Funds_Operating | «Invoice_Matter_Client_Funds_Operating» |
| Invoice_Matter_Client_Funds_Trust | «Invoice_Matter_Client_Funds_Trust» |
| Invoice_Matter_ClientIssuedMatterId | «Invoice_Matter_ClientIssuedMatterId» |
| Invoice_Matter_DateOpened | «Invoice_Matter_DateOpened» |
| Invoice_Matter_DateOpened_Day | «Invoice_Matter_DateOpened_Day» |
| Invoice_Matter_DateOpened_Month | «Invoice_Matter_DateOpened_Month» |
| Invoice_Matter_DateOpened_Year | «Invoice_Matter_DateOpened_Year» |
| Invoice_Matter_DefaultTrustBank | «Invoice_Matter_DefaultTrustBank» |
| Invoice_Matter_DefaultTrustBank_AccountName | «Invoice_Matter_DefaultTrustBank_AccountName» |
| Invoice_Matter_FileNumber | «Invoice_Matter_FileNumber» |
| Invoice_Matter_OwnerName | «Invoice_Matter_OwnerName» |
| Invoice_Matter_PONumber | «Invoice_Matter_PONumber» |
| Invoice_Matter_UnbilledBalance | «Invoice_Matter_UnbilledBalance» |
| Invoice_Matter_UnpaidBalance | «Invoice_Matter_UnpaidBalance» |
| Invoice_OverheadAmount | «Invoice_OverheadAmount» |
| Invoice_Paid | «Invoice_Paid» |
| Invoice_PaidAmount | «Invoice_PaidAmount» |
| Invoice_SalesTax1Label | «Invoice_SalesTax1Label» |
| Invoice_SalesTax1Rate | «Invoice_SalesTax1Rate» |
| Invoice_SalesTax2Label | «Invoice_SalesTax2Label» |
| Invoice_SalesTax2Rate | «Invoice_SalesTax2Rate» |
| Invoice_ServiceTax1Label | «Invoice_ServiceTax1Label» |
| Invoice_ServiceTax1Rate | «Invoice_ServiceTax1Rate» |
| Invoice_ServiceTax2Label | «Invoice_ServiceTax2Label» |
| Invoice_ServiceTax2Rate | «Invoice_ServiceTax2Rate» |
| Invoice_SoftCostTotalAmount | «Invoice_SoftCostTotalAmount» |
| Invoice_Tax1OnCost | «Invoice_Tax1OnCost» |
| Invoice_Tax1OnFee | «Invoice_Tax1OnFee» |
| Invoice_Tax1OnOverhead | «Invoice_Tax1OnOverhead» |
| Invoice_Tax2OnCost | «Invoice_Tax2OnCost» |
| Invoice_Tax2OnFee | «Invoice_Tax2OnFee» |
| Invoice_Tax2OnOverhead | «Invoice_Tax2OnOverhead» |
| Invoice_TotalCollectedFees | «Invoice_TotalCollectedFees» |
| Invoice_TotalCollectedTax1Amount | «Invoice_TotalCollectedTax1Amount» |
| Invoice_TotalCollectedTax2Amount | «Invoice_TotalCollectedTax2Amount» |
| Invoice_TotalCost | «Invoice_TotalCost» |
| Invoice_TotalDisbursement | «Invoice_TotalDisbursement» |
| Invoice_TotalDiscountAmount | «Invoice_TotalDiscountAmount» |
| Invoice_TotalExpenseAmount | «Invoice_TotalExpenseAmount» |
| Invoice_TotalFees | «Invoice_TotalFees» |
| Invoice_TotalHardCost | «Invoice_TotalHardCost» |
| Invoice_TotalHardCostTax1 | «Invoice_TotalHardCostTax1» |
| Invoice_TotalHardCostTax2 | «Invoice_TotalHardCostTax2» |
| Invoice_TotalLegalFees | «Invoice_TotalLegalFees» |
| Invoice_TotalSoftCostTax1 | «Invoice_TotalSoftCostTax1» |
| Invoice_TotalSoftCostTax2 | «Invoice_TotalSoftCostTax2» |
| Invoice_TotalSoftExpenseAmount | «Invoice_TotalSoftExpenseAmount» |
| Invoice_TotalTax1Amount | «Invoice_TotalTax1Amount» |
| Invoice_TotalTax2Amount | «Invoice_TotalTax2Amount» |
| Invoice_TotalTaxAmount | «Invoice_TotalTaxAmount» |
| Invoice_TotalTaxOnCost | «Invoice_TotalTaxOnCost» |
| Invoice_TotalTaxOnFee | «Invoice_TotalTaxOnFee» |
| Invoice_TotalTaxOnOverhead | «Invoice_TotalTaxOnOverhead» |
| Invoice_TotalTimeAmount | «Invoice_TotalTimeAmount» |
| Invoice_TotalWriteOffAmount | «Invoice_TotalWriteOffAmount» |
| Invoice_VendorTax1Amount | «Invoice_VendorTax1Amount» |
| Invoice_VendorTax2Amount | «Invoice_VendorTax2Amount» |