Use statement and invoice merge fields

The table lists the merge fields you can use when preparing custom templates for your statements and invoices.

Statements merge fields Invoices merge fields Notes
addressee addressee Example: "Mr L Ahern". Not displayed in the template, as it is automatically included in the <<clientaddressblock>> field. If you do not want to use the <<clientaddressblock>> field, you can remove it, then manually insert the <<addressee>> field along with the other individual address items.
clientaddress clientaddress Includes the Address, City, State, Postcode. Not displayed in the template, as it is automatically included in the <<clientaddressblock>> field. If you do not want to use the <<clientaddressblock>> field, you can remove it, then manually insert the <<clientaddress>>.
clientaddressblock clientaddressblock Populated with the company name, addressee and full address details from the client's Contacts record.
clientbillingentity clientbillingentity Is not on the invoice templates used. But when used will populate the individuals name or company name.
clientcode clientcode Populated with the data from the Code field in the client's Contacts record.
companyaddress companyaddress Populated with the data from the Address fields in the Billing Entity settings.
companybankdetails companybankdetails Populated with the data from the Payment fields in the Billing Entity settings.
companyemail companyemail Populated with the data from the Email Address field in the Billing Entity settings.
companyfax companyfax Populated with the data from the Fax Number field in the Billing Entity settings.
companyname companyname Populated with the data from the Name field in the Billing Entity settings.
companyphone companyphone Populated with the data from the Phone Number field in the Billing Entity settings.
companytaxnumber companytaxnumber Populated with the data from the Firm EIN field in the Billing Entity settings.
companywebsite companywebsite Populated with the data from the Website field in the Billing Entity settings.
contactname contactname Not displayed in the template but you can manually insert it. Populated with the individual name or company name from the client's Contacts record.
creditcardmaximum creditcardmaximum Populated with the data from the Credit Card Maximum Amount field in the Billing Entity settings.
creditcardminimum creditcardminimum Populated with the data from the Credit Card Minimum Amount field in the Billing Entity settings.
creditcardphone creditcardphone Populated with the data from the Credit Card Number to Call field in the Billing Entity settings.
currency currency Populated with the 3 letter currency code selected in the Firm Details.
current   Populated with the current balance from the Accounts Receivable area.
  invoicedate Populated with the data from the Invoice Date field in the Billing Entity settings. Alternatively, populated with the new due date set on the draft invoice.
  invoiceduedate Populated with the data from the Invoice Due Date field in the Billing Entity settings. Alternatively, populated with the new due date set on the draft invoice.
  invoicemessage Populated with the data from the Invoice Message field in the Billing Entity settings. Alternatively, populated with the new message added on the draft invoice.
  invoicenumber Displays the invoice number, which is determined by the Next Invoice / Credit Note Number field in the General settings.
  invoicetype Displays the word Invoice or Credit Note based on whether the total for the invoice is positive or negative.
  invoicetypeheader Displays the word Tax Invoice or Credit Note based on whether the total for the invoice is positive or negative.
mailingname mailingname Populated with the data from the Mailing Name field in the client's Contacts record. Not displayed in the template but you can manually insert it.
openingbalance   Displays the opening balance for the client.
overdue   Displays the overdue amount in the Payment Advices section.
pastdue1to30   Displays the 1-30 days amount due.
pastdue31to60   Displays the 31-60 days amount due.
pastdue61andover   Displays the 61 and over days amount due.
pastdue61to90   Displays the 61-90 days amount due.
pastdue91andover   Displays the 91 and over days amount due.
statementfromdate   Not displayed in the template but you can manually insert it. Displays the From date.
statementtodate   Not displayed in the template but you can manually insert it. Displays the To date.
  subtotal Displays the invoice subtotal.
totaldue totaldue Displays the total due.
  wiptotal Displays the total WIP amount on the invoice (excludes simple line items).

 

See Also:

Customize the standard billing template