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Invoice Template Variables

How To Use Invoice Template Variables In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over 3 weeks ago

Overview

ZenCase offers firm administrators the option to add additional information to the "Custom Info Section" section of the pre-bill while working on pre-bills. When the final invoice is generated, ZenCase will ZenCase will automatically replace the template field, for example: "{matter.cf.claim_number}", with the matter's custom field's value to display on the invoice PDF.

We provide a variety of options available for creating a custom information and applying template fields within your text in which ZenCase will replace these template fields with the corresponding values.

Supported Template Variables

Firm (Organization) Template Variable

Value

{firm.tax_id}

Firm Tax ID

{firm.name}

Firm (Organization) Name

{firm.billing_member.first_name}

Firm Settings > Main Contact Member's First Name

{firm.billing_member.last_name}

Firm Settings > Main Contact Member's First Name

{firm.billing_member.name}

Firm Settings > Main Contact Member's First Name

{firm.billing_member.email}

Firm Settings > Main Contact Member's First Name

{firm.billing_member.work_phone}

Firm Settings > Main Contact Member's First Name

{firm.billing_member.billing_address.full_address}

Firm Settings > Main Contact Member's Billing Address Full Address

{firm.billing_member.billing_address.address_1}

Firm Settings > Main Contact Member's Billing Address Address 1 Line

{firm.billing_member.billing_address.address_2}

Firm Settings > Main Contact Member's Billing Address Address 2 Line

{firm.billing_member.billing_address.address_3}

Firm Settings > Main Contact Member's Billing Address Address 3 Line

{firm.billing_member.billing_address.city}

Firm Settings > Main Contact Member's Billing Address City

{firm.billing_member.billing_address.state}

Firm Settings > Main Contact Member's Billing Address State

{firm.billing_member.billing_address.zipcode}

Firm Settings > Main Contact Member's Billing Address Zipcode

{firm.billing_member.billing_address.country}

Firm Settings > Main Contact Member's Billing Address Country

Client Template Variable

Value

{client.number}

Pre-Bill/Invoice Client Number

{client.first_name}

Pre-Bill/Invoice Client First Name

{client.last_name}

Pre-Bill/Invoice Client Last Name

{client.name}

Pre-Bill/Invoice Client Name

{client.email}

Pre-Bill/Invoice Client Email

{client.phone}

Pre-Bill/Invoice Client Phone

{client.billing_address.full_address}

Pre-Bill/Invoice Client's Billing Address Full Address

{client.billing_address.address_1}

Pre-Bill/Invoice Client's Billing Address Address 1 Line

{client.billing_address.address_2}

Pre-Bill/Invoice Client's Billing Address Address 2 Line

{client.billing_address.address_3}

Pre-Bill/Invoice Client's Billing Address Address 3 Line

{client.billing_address.city}

Pre-Bill/Invoice Client's Billing Address City

{client.billing_address.state}

Pre-Bill/Invoice Client's Billing Address State

{client.billing_address.zipcode}

Pre-Bill/Invoice Client's Billing Address Zipcode

{client.billing_address.country}

Pre-Bill/Invoice Client's Billing Address Country

*Custom Fields*

  • Client custom fields can be utilized by including a field name with the following pattern: client.cf.{custom field's field name}.
    ​Example: {client.cf.date_of_birth}

Pre-Bill/Invoice Client's Custom Field Value for "Date Of Birth"

Matter Template Variable

Value

{matter.name}

Pre-Bill/Invoice Matter Name

{matter.number}

Pre-Bill/Invoice Matter Number

{matter.description}

Pre-Bill/Invoice Matter Description

*Custom Fields*

  • Matter custom fields can be utilized by including a field name with the following pattern: matter.cf.{custom field field name}.
    ​Example: {matter.cf.claim_number}

Pre-Bill/Invoice Matter's Custom Field Value for "Claim Number"

Invoice Template variable

Value

{invoice.number}

Pre-Bill/Invoice number

{invoice.date}

Pre-Bill/Invoice Date

{invoice.subtotal}

Pre-Bill/Invoice Subtotal Amount

{invoice.discount}

Pre-Bill/Invoice Discount Amount

{invoice.expense_total}

Pre-Bill/Invoice Expenses Amount

{invoice.time_entry_total}

Pre-Bill/Invoice Time Entries Amount

{invoice.fee_total}

Pre-Bill/Invoice Fees Amount (includes Time Entries and Fixed Fees)

{invoice.total}

Pre-Bill/Invoice Total Bill Amount

{invoice.due_date}

Pre-Bill/Invoice Due Date

{invoice.sequence}

Pre-Bill/Invoice Sequence. If an invoice is marked as "Final Bill?", this field will display "FINAL".

  • If an invoice is not marked as "Final Bill?" and there are no final invoices for a matter with invoice date before the current bill, this field will display "INITIAL".

  • ALL other cases, this field will display "INTERIM".

{invoice.start_date}

Pre-Bill/Invoice Start Date of First Line Item Charge on Invoice

{invoice.end_date}

Pre-Bill/Invoice End Date of Last Line Item Charge on Invoice

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