Outstanding Client Invoice Merge Fields

Created by Kylie Mitchell, Modified on Sun, 22 Jan 2023 at 08:36 PM by Robert Butler

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:

  1. Admin
  2. Document Assembly
  3. Merge Field List.
  4. Filter by the data source " Unpaid Client Invoices"

The merge fields are:

Merge Field
Description
UnpaidClientInvoice_Date
Date for the invoices
UnpaidClientInvoice_ReferenceActionstep invoice reference
UnpaidClientInvoice_TotalInclusiveTotal of the invoice, including tax
UnpaidClientInvoice_AmountPaidAmount that has been paid on the invoice
UnpaidClientInvoice_BalanceDueAmount 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

mceclip1.png

 

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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