1. Actionstep
  2. Admin
  3. Accounting
  • Statement Merge Fields

Statement Merge Fields

Avatar
Actionstep
  • Updated

 Overview

Breakdown of Statement Merge Fields:

 

There are options for trust statements that have merge fields and there is the option to have a statement show as part of an invoice. This page deals with the statements within invoices.

 

If you want to include prior balances and payments in your invoice then you can use these fields. 

Note that most of these fields have options to limit the scope to a selected action, or for the client across all actions (including invoices not related to actions).

 

See Invoice Template Examples for the use of these fields in a docx template

 

Previous Balance

SP_ThisAction_PreviousBalance (selected action only)
SP_TheirParticipant_PreviousBalance (total for the client)

 

Current Balance 

SP_ThisAction_CurrentBalance (selected action only)
SP_TheirParticipant_CurrentBalance (total for the client)

 

Payments Received Since Last Invoice

To show the total amount of all payments received since the last invoice date use the following fields:

SP_ThisAction_TotalPreviousPayments (selected action only)
SP_TheirParticipant_TotalPreviousPayments (total for the client)

 

To list the payments included in these totals individually use a repeat block with a source of "sale_purchase_payments" and an option to limit to the selected action "type=action" or "type=participant"

[[*REPEAT|source=sale_purchase_payments|type=action*]]
...
[[*REPEAT|END*]]

 

You can reference the following fields within the repeat block:

SPP_PaymentDate
SPP_PaymentMemo
SPP_PaymentAmount

 

Example:

Previous Balance: [[SP_ThisAction_PreviousBalance]]
This Invoice: [[SP_TotalInclusive]]
Payments:
[[*REPEAT|source=sale_purchase_payments|type=action*]]
[[SPP_PaymentDate|rn=*]], [[SPP_PaymentMemo|rn=*]], [[SPP_PaymentAmount|rn=*]]
[[*REPEAT|END*]]
Total Payments: [[SP_ThisAction_TotalPreviousPayments]]
Total Due: [[SP_ThisAction_CurrentBalance]]

 

The payments that will be displayed in the repeat block will include any payments that have been made for invoices for this matter that are either:

  1. Payments to that invoice on the same day as the invoice is dated (so you can show any payments that would be applied to the invoice before issuing, like payments from trust), or
  2. Payments made to invoices between the date of this invoice and the date after the date of the last invoice issued for this matter.

 

 

Return to top