Invoice and Letter Template Fields

• Service items details table.
• Format changes depending upon matter type.
• Hourly Invoice Field lists:
  • Date
  • Timekeeper Initials
  • Item details
  • Hours
  • Rate
  • Amount

• Service items details table without timekeeper rates.
  Lists:
  • Date
  • Timekeeper Initials
  • Item details
  • Hours
  • Amount

• Service items minimal details table.
  Lists:
  • Date
  • Item details
  • Amount

• Service items minimal details table.
• No listed amounts for each line item.
  Lists:
  • Date
  • Item details

• Service items details table without timekeeper rates or amounts.
  Lists:
  • Date
  • Timekeeper Initials
  • Item details

• Service items details table without individual line amount.
  Lists:
  • Date
  • Timekeeper Initials
  • Item details
  • Hours

• Service items details table without timekeeper initials.
  Lists:
  • Date
  • Item details
  • Hours
  • Rate
  • Amount

• Service items details table with columns for: 
  • Date
  • Description
  • Time Billed (Hours)
  • Lawyer

• Expense items table
  Lists:
  • Date
  • Initials
  • Details
  • Quantity
  • Rate
  • Amount 

• Expense items table
  Lists
  • Date
  • Details
  • Quantity
  • Rate
  • Amount 

• Expense items table
  Lists:
  • Date
  • Initials
  • Details
  • Amount

• Expense items table
  Lists:
  • Date
  • Details
  • Amount

• Expense items table
  Lists:
  • Details
  • Amount

[#FinanceChargeItems#]

Include a table with finance charge details for past due invoices which lists all invoices in a five column table with columns for:

• Invoice#
• Due Date
• Overdue Days
• Finance Charge
• Overdue Amount

• 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.

• Multiplies the invoice amount by value set under Invoice Settings
• Useful for entering non-variable currency rates so invoice amounts display in two currencies 

[#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.

• 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.

• 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.

• 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.

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.

• 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.

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:

• • Name
  • Time Spent
  • Amount

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

• 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.

• 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.

• 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.

• A table field which lists all invoices with balance > 0 showing breakdown of “All Unpaid Invoices” in 5 columns:
  • Invoice Date
  • Invoice Number
  • Invoice Amount
  • Payment received on invoice
  • Invoice Balance
• This is used to itemize all open invoices as of the invoice date.

• 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.

• A table field showing in 5 columns with  [#OpenInvoiceLog#] and [#AllOpenInvoiceLog#], will allow you to view the total of invoice amount.

• A table field showing in 5 columns with  [#OpenInvoiceLog#] and [#AllOpenInvoiceLog#], will allow you to view the total of applied payments.

• A table field showing in 5 columns with  [#OpenInvoiceLog#] and [#AllOpenInvoiceLog#], will allow you to view the total invoice balance.

• Service items details table for fixed and contingency matters.
• Format changes depending upon matter type.
• Hourly Invoice Field lists:
  • Date
  • Timekeeper Initials
  • Item details
  • Hours
  • Rate
  • Amount

• Service items details table for fixed and contingency matters without timekeeper rates.
  Lists:
  • Date
  • Timekeeper Initials
  • Item details
  • Hours
  • Amount

• Service items minimal details table for fixed and contingency matters.
  Lists:
  • Date
  • Item details
  • Amount

• Service items minimal details table for fixed and contingency matters.
• No listed amounts for each line item.
  Lists:
  • Date
  • Item details

• Service items details table without timekeeper rates or amounts for fixed and contingency matters.
  Lists:
  • Date
  • Timekeeper Initials
  • Item details

• Service items details table for fixed and contingency matters without individual line amount.
  Lists:
  • Date
  • Timekeeper Initials
  • Item details
  • Hours

• Service items details table for fixed and contingency matters without timekeeper initials.
  Lists:
  • Date
  • Item details
  • Hours
  • Rate
  • Amount

• Service items details table for fixed and contingency matters with columns for: 
  • Date
  • Description
  • Time Billed (Hours)
  • Lawyer