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Invoice and Letter Template Fields

To add fields to your invoice templates, paste the field names listed below into the templates. 

Learn how to Add or Remove Invoice Template Fields

Firm Fields

Field Name Description
[#FirmName#] Firm Name
[#FirmAddress#] Firm Street Address
[#FirmPhoneFax#] Firm Phone/Fax
[#WebSite#] Firm Website

Invoice Fields 

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
[#ClientInfo#] Full client address block
[#ClientInfo-Linked-Clients#] Adds the primary contact and another party labeled client in the relations tab.
[#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.
  • No listed amounts for each line item.
  • Lists:
    • Date
    • Item details
[#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.
    • Date
    • Item details
    • Hours
    • Rate
    • Amount
[#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
[#AddChargeItems4#]
  • Expense items table
  • Lists:
    • Details
    • Amount
[#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
[#AddHardCostNonTaxableItems#] Displays description and amount
[#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.
[#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
[#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
[#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).
[#InvoiceAmountMultiplier#]
  • 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.
  • Populates a 7-column “Transactions since last invoice” 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 “Transactions since last invoice” 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 “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.
[#TimeKeeperSummaryTable#] 

A table field which populates a 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.

[#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.
[#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.

Invoice Retainer Fields

Field Name Description
[#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
[#TrustBankBalanceTable#] A summary table that lists all trust accounts linked to this matter that have balances.
[#TrustBankBalanceTable1#]
A summary table that lists all trust accounts linked to this matter, including those that have a ledger balance of 0.00

Invoice Tax Fields

Field Name Description
[#AddTaxableChargeItems#] A variation of current table [#AddChargeItems#] (6 columns) but listing ONLY taxable expense items.
[#AddTaxableChargeItems1#] A variation of current table [#AddChargeItems1#] (5 columns) but listing ONLY taxable expense items.
[#AddTaxableChargeItems2#] A variation of current table [#AddChargeItems2#] (4 columns) but listing ONLY taxable expense items.
[#AddTaxableChargeItems3#] A variation of current table [#AddChargeItems3#] (3 columns) but listing ONLY taxable expense items.
[#AddTaxableChargeItems4#] A variation of current table [#AddChargeItems4#] (2 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 listing ONLY non-taxable expense items.
[#AddNonTaxableChargeItems1#] A variation of current table [#AddChargeItems#] (5 columns) but listing ONLY non-taxable expense items.
[#AddNonTaxableChargeItems2#] A variation of current table [#AddChargeItems#] (4 columns) but listing ONLY non-taxable expense items.
[#AddNonTaxableChargeItems3#] A variation of current table [#AddChargeItems#] (3 columns) but listing ONLY non-taxable expense items.
[#AddNonTaxableChargeItems4#] A variation of current table [#AddChargeItems#] (2 columns) but listing ONLY non-taxable expense items.
[#AddNonTaxableChargeTotal#] Total of non-taxable expense items included in [#AddNonTaxableChargeItems#]
 list.
[#TotalTaxOnTaxableHardCost#] Displays total tax on taxable hard cost items
[#TotalTaxableHardCostWithTax#] Displays total taxable hard cost with taxes
[#TotalSoftCostWithTax#] Displays total soft cost with taxes
[#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

Canadian Additional Invoice Disbursement Fields

Field Name Description
[#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

Letter and Cover Page Fields

Field Name Description
[#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#] Invoice Reminder Notice Date
[#PaymentDate#] Payment Requested By
[#RetainerReminderDate#] Retainer Reminder Notice Date
[#ReplenishAmt#] Replenishment Retainer Needed
[#LateFees#] Late Fees
[#Discount#] Discount
Updated on April 6, 2022

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