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*
| 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*
| 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".
|
{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 |