Use merge fields
Merge fields for statements and invoices templates
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 | |
| clientaddress | clientaddress | |
| clientaddressblock | clientaddressblock | This merge field obtains the correct name and full address, for example using the mailing name or contact address. |
| clientcode | clientcode | |
| companyaddress | companyaddress | |
| companybankdetails | companybankdetails | |
| companyemail | companyemail | |
| companyfax | companyfax | |
| companyname | companyname | |
| companyphone | companyphone | |
| companytaxnumber | companytaxnumber | This is the Firm Tax Number for the billing entity. |
| companywebsite | companywebsite | |
| contactname | contactname | |
| creditcardmaximum | creditcardmaximum | |
| creditcardminimum | creditcardminimum | |
| creditcardphone | creditcardphone | |
| currency | currency | This will show the 3-letter currency code selected in Firm Details. |
| current | ||
| Period1 | ||
| Period2 | ||
| Period3 | ||
| Period4 | ||
| Period5 | ||
| Period6 | ||
| Period7 | ||
| Period8 | ||
| Period9 | ||
| Period2AndOver | ||
| Period3AndOver | ||
| Period4AndOver | ||
| Period5AndOver | ||
| Period6AndOver | ||
| Period7AndOver | ||
| Period8AndOver | ||
| Period9AndOver | ||
| Period10AndOver | ||
| invoicedate | ||
| invoiceduedate | ||
| invoicemessage | ||
| invoicenumber | ||
| invoicetype | Shows the word "Invoice." | |
| invoicetypeheader | Shows the word "Invoice." | |
| mailingname | mailingname | |
| openingbalance | ||
| overdue | ||
| pastdue1to30 | ||
| pastdue31to60 | ||
| pastdue61andover | ||
| pastdue61to90 | ||
| pastdue91andover | ||
| statementfromdate | ||
| statementtodate | ||
| subtotal | ||
| totaldue | totaldue |
Merge fields for invoice texts
| Invoice texts merge fields | Description |
| {PeriodStarted} | displays the period start date for a recurring job. Based on the date format defined in the firm settings. |
| {PeriodStartedText} | displays the period start date of a recurring job based on a literal presentation. Based on the contact’s language of correspondence and the date format defined in the firm settings (see the table below). Where the client’s language of correspondence is French, the date format is always jj mmmm aaaa (4 mai 2017). |
| {PeriodEnded} | displays the period end date of a job. Based on the date format defined in the firm settings. |
| {PeriodEndedText} |
displays the period end date of a job based on a literal presentation. Based on the contact’s language of correspondence and the date format defined in the firm settings (see the table below). Where the client’s language of correspondence is French, the date format is always jj mmmm aaaa (4 mai 2017). |
| {FinancialYear} |
displays the current financial year defined in the firm information. |
| {TargetEndDate} |
displays the target date of a job. The format is the one used in the firm settings. It can be a numerical or literal presentation.. |
| {JobDetails} | displays the job details defined at the time the job is created. |
| {ClientName} | displays the contact's name. |
| {Title} | displays the contact’s title if it is an individual. |
| {FirstName} | displays the contact’s first name if it is an individual. |
| {LastName} | displays the contact’s last name if it is an individual. |
| {Reference} | displays the data entered under the Reference field in the Accounts Receivable application (e.g., the invoice number, payment reference, etc.) and, where applicable, displays data on the statement templates. |
About the invoice merge fields date format
The {PeriodStartedText} and {PeriodEndedStarted} merge fields display a literal representation of the dates. The display of these dates can vary based on the date format defined in the Firm Details page and based on the language of correspondence of the client. When the language of correspondence is French, the date format will comply with the international ISO 8601 standard adopted by the Office québécois de la langue française: i.e. jj mmmm aaaa (e.g. 4 mai 2017).
When the language of correspondence of the client is English , the date format for these merge fields will vary based om the date format of the firm:
| Date format of the firm (numerical or literal presentation ) |
Date format of the merge field | Example |
| MMM dd yyyy (literal) | dd MMMM YYYY | 31 May 2017 |
| MM/dd/yyyy (numerical) | MMMM dd, yyyy | May 31, 2017 |
| dd MMM yyyy (literal) | dd MMM yyyy | 31 May 2017 |
| dd/MM/yyyy (numerical) | MMMM dd, yyyy | May 31, 2017 |
| yyyy-MM-dd (numerical) | MMMM dd, yyyy | May 31, 2017 |