Acquire

Invoice and Letter Template Fields

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

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.
[#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#]
[#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).

[#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.
[#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

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.
[#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 August 12, 2020

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