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List of all the available merge fields for bill templates

When customizing a bill template, there are a number of "merge fields" available that you can insert into your template. These fields contain the information about your bill that will be used when applying the template to your bill when it is printed or previewed.

This is a list of all the fields available, along with a description of what data they will display if used in your template.

  • account_balance: This is your client's current  balance - the same "balance" number that is displayed when looking at your client's record in the program.
  • amount: This is the dollar amount of an individual line item (time entry or expense entry) on a bill.
  • amount_due: This is similar to the "account_balance" field, however it only shows how much the client owes. Thus, if the client does not owe anything, this field will be $0.00, but if the client has a "credit" on their account, this field will still show $0.00 (because the client does not "owe" anything).
  • amount_due_as_of_bill: This is similar to the "amount_due" field, however it represents how much the client owed at the time of the bill. So for a bill dated "today" (i.e., the current bill), this would be the same as the amount due. However, if you re-print an old bill, this will show what the client owed at that time. (Note: this field can only be used if you also apply payments to bills - if you choose not to apply payments to bills, this amount cannot be calculated.)
  • amount_due_as_of_bill_matter: This is the same as the "amount_due_as_of_bill" field, except it is limited to only the amount due for the current matter. If the bill has no matter, then this will be the same as the "amount_due_as_of_bill" field. (Note: this field can only be used if you also apply payments to bills - if you choose not to apply payments to bills, this amount cannot be calculated.)
  • balance_as_of_bill: This is similar to the "account_balance" field, however it represents what the client's balance was at the time of the bill. So for a bill dated "today" (i.e., the current bill), this would be the same as the account balance, however if you are re-printing an old bill, this would show what the client's balance was at the time of that bill.
  • balance_as_of_bill_matter: This is the same as the "balance_as_of_bill" field, except that it is limited to only the current matter. If the bill has no matter, then this will be the same as the "balance_as_of_bill" field.
  • bill_balance: This is the balance due for this bill. If the bill has not been paid (no payments have been applied to it), then this will be equal to the total amount of the bill (the sum of all the "amount" entries). If the bill has been partially paid, this will show how much is still due. If the bill has been paid in full, this will be $0.00.
  • bill_date: This is the date of the bill. You can set this when you create a bill, or you can go back and edit a bill to change it if needed.
  • bill_footer: This is the "bill closing line" text which is set via the Settings window.
  • bill_id: This is the bill number. This is set automatically by TurboLaw Time and Billing when the bill is first saved and cannot be changed.
  • bill_total: This is the total dollar amount of your bill (excluding any payments).
  • bill_total_paid: This is the total dollar amount of all payments that have been applied to this bill.
  • category: This is the category label for time and expense entries. It is the option you select when entering time from the box "What was this time for?" or from the "What was this expense for?" box when entering an expense.
  • client_address: This is the client's name and address, combined into a single field.
  • client_id: This is the client's ID number. If you have set a custom ID for the client, that custom ID will be displayed, otherwise, it will be a number assigned by the program.
  • client_name: This is the client's name (or company name).
  • client_street_address: This is the client's address, exactly as shown in the "address" box of the "Edit Client" window. This is the address only; it does not include the client's name.
  • date_performed: This is the date for an individual time or expense entry. It is the date you selected when choosing "Date this work was performed" or "Date this expense was incurred" when originally entering the time or expense entry.
  • description: This is a combination of the time or expense entry's "category" and "notes." It will display the category first, followed by a colon, and then any notes. If there are no notes, the colon will be omitted. For example: "Phone conference: Spoke to client about upcoming case."
  • due_date: This is the date the bill is due. It is calculated by adding the client's "terms" onto the date of the bill.
  • hours: For time entries, this is the amount of time that was entered, displayed in hours. For expense entries, this is always zero (0).
  • item_id: This is a time or expense entry's internal ID number. It is used internally to help sort items that occur on the same date. It should generally not ever be used in an actual template.
  • item_matter: The name of the matter a time or expense entry is assigned to (if any).
  • item_type: This is the "type" of a line item on a bill - that is, whether the item is a time entry or an expense entry. You can control the labels used for time and expenses via the program's Settings window. Most bill templates group items based on their type.
  • item_type_order: This is a numerical field which can be used to control the order in which groups based on the item_type appear (instead of having them appear in alphabetical order, for example).
  • matter_balance: This is similar to the "account_balance" field, except that it is specific to just the current matter.
  • matter_name: The name of the matter this bill is assigned to (if any).
  • myAddress: This is your address, as you entered it in the program's Settings window.
  • notes: This is the "notes" that you may have entered for any time or expense entry.
  • payments_since_previous_bill: This is the total amount of any payments that were received prior to the current bill but after the previous bill.
  • previous_amount_due: This is how much the client owed prior to this bill.
  • previous_amount_due_matter: Like the "previous_amount_due" field, but only for the current matter. If the bill has no matter, this will be the same as the "previous_amount"due" field.
  • previous_balance: This is what the client's balance was prior to this bill - that is, it is what the client's balance was as of the date of this bill (but not including this bill).
  • previous_balance_matter: Like the "previous_balance" field, but only for the current matter. If the bill has no matter, this will be the same as the "previous_balance" field.
  • rate: For time entries, this is the billing rate used. For expense entries, this is always zero (0).
  • retainer_balance: This is the dollar amount of the balance of any retainer accounts for the current client.
  • retainer_balance_matter: This is the dollar amount of the balance of any retainer for the current matter.
  • staff: This is the initials of the staff member that performed the work or is associated with the expense entry (if any).
  • staff_name: This is the full name of the staff member that performed the work or is associated with the expense entry (if any).
  • subtotal: This is the subtotal for a single time entry, before any tax is applied. If no tax is applied, this will be equal to the amount.
  • tax: This is the amount of tax applied to a time entry, if any. For expenses, this is always zero (0) as tax is not applied to expenses.
  • terms: This is the "terms" for the client, expressed in days.
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