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
[#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)
[#ClientHomeEmail#] Will display the client's home email address
[#CompanyName#] Will display the entity associated with a contact
[#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:

    • 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.

    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
[#ProfSerItems11#] Service Item details table with columns for:
  • Date
  • Description
  • Timekeeper Initial
  • Hours
  • Amount
[#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:

    • 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
[#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
[#WriteOffAmount#] Displays the total write-offs for an invoice (0.00 if none)
[#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
[#PreviousPayment#]

Shows deposits, retainers, and payments between invoice dates (0.00 if none)
[#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.
[#PreviousMatterBalance2#] Sum of a matter's balance as of invoice date, unaffected by future payments.
[#PreviousInvoiceAmt#] Total amount for previously created invoice
[#BalanceDue#] Total balance due
[#BalanceDue1#] Balance due till the invoice date
[#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 that populates a 3-column Trust Ledger table to show previous balance as of last invoice date and all the transactions that occurred between last invoice date and new invoice date with columns for:
  • Date
  • Description
  • Amount
[#OperatingLedger#] A table field that populates a 3-column Operating Ledger table to show previous balance as of last invoice date and all the transactions that occurred between last invoice date and new invoice date with columns for:
  • Date
  • Description
  • Amount
[#TimeKeeperSummaryTable#] A table field that 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
[#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.
[#StatementofAccount1#]
  • A table field which lists outstanding balance with the balance split into its components showing in 7 columns:
    • Invoice #
    • Matter
    • Fee
    • Expense
    • Tax1
    • Tax2
    • Balance

Hybrid Billing Fields

[#HybridProfSerItems#]
  • 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
[#HybridProfSerItems1#]
  • Service items details table for fixed and contingency matters without timekeeper rates.

    Lists:

    • Date
    • Timekeeper Initials
    • Item details
    • Hours
    • Amount
[#HybridProfSerItems2#]
  • Service items minimal details table for fixed and contingency matters.

    Lists:

    • Date
    • Item details
    • Amount
[#HybridProfSerItems3#]
  • Service items minimal details table for fixed and contingency matters.
  • No listed amounts for each line item.

    Lists:

    • Date
    • Item details
[#HybridProfSerItems4#]
  • Service items details table without timekeeper rates or amounts for fixed and contingency matters.

    Lists:

    • Date
    • Timekeeper Initials
    • Item details
[#HybridProfSerItems5#]
  • Service items details table for fixed and contingency matters without individual line amount.

    Lists:

    • Date
    • Timekeeper Initials
    • Item details
    • Hours
[#HybridProfSerItems6#]
  • Service items details table for fixed and contingency matters without timekeeper initials.

    Lists:

    • Date
    • Item details
    • Hours
    • Rate
    • Amount
[#HybridProfSerItems7#] This field will include task/description for timecards linked to invoice in paragraph separated by semicolon (;)
[#HybridProfSerItems8#]
  • Service items details table for fixed and contingency matters with columns for:
    • Date
    • Description
    • Time Billed (Hours)
    • Lawyer
[#HybridProfSerItems11#]
  • Service items details table for fixed and contingency matters with columns for:
    • Date
    • Description
    • Timekeeper Initials
    • Time Billed (Hours)
    • Amount

Split Billing Fields

Field Name Description
[#AddSplitMainItems#] This field will include the split's main matter number, client name, and main matter name
[#MFeesTot#] This field will include the total Fees
[#MExpTot#] This field will include the total Expenses
[#MTotal#] This field will include the total fees + expenses
[#AddSplitSecondaryItems#] This field will include the Split Matter's number, client name, and current matter name
[#SFeesTot#] This field will include the total Fee split for the current matter
[#SExpTot#] This field will include the total Expense split for the current matter
[#SExpTot#] This field will include the total Fee and Expense split for current Matter

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