Actionstep offers a set of merge fields to display details for outstanding invoices. For any invoice with an amount still owing, the amount paid, balance due, invoices date, invoice reference, and invoice total can be displayed. This is helpful for conveying to clients, the specific amounts they can pay for specific invoices.
Finding the Unpaid Client Invoice Merge Fields
The Unpaid Client Invoice merge fields can be found in the merge field list in you Actionstep system by going to:
- Admin
- Document Assembly
- Merge Field List.
- Filter by the data source " Unpaid Client Invoices"
The merge fields are:
Merge Field | Description |
UnpaidClientInvoice_Date | Date for the invoices |
UnpaidClientInvoice_Reference | Actionstep invoice reference |
UnpaidClientInvoice_TotalInclusive | Total of the invoice, including tax |
UnpaidClientInvoice_AmountPaid | Amount that has been paid on the invoice |
UnpaidClientInvoice_BalanceDue | Amount still owing on the invoice |
Using the Unpaid Client Invoice Merge Fields
The Unpaid Client Invoice merge fields can be used in bill/invoice templates - Invoice Templates
An example of a repeating table
Date | Invoice Ref. | Invoiced Amount | Paid Amount | Amount Due |
[[*REPEAT|data_source=unpaid_client_invoice|tablerow*]] [[UnpaidClientInvoice_Date|fm=entry |rn=*]] | [[UnpaidClientInvoice_Reference|rn=*]] | [[UnpaidClientInvoice_TotalInclusive|rn=*]] | [[UnpaidClientInvoice_AmountPaid|rn=*]] | [[UnpaidClientInvoice_BalanceDue|rn=*]] [[*REPEAT|END*]] |
Output
Note: The square-bracketed merge fields in the example table can be used in email templates, while matter document and invoice templates need the merge fields inserted via MS Word merge fields. See Actionstep Templates for more information. |
Statement of Accounts Template
Click below to download a test template that can be used and changed accordingly
Account Statement - Template[61].docx
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