To prepare your template invoice, please utilize the below tags in the necessary sections of the invoice. Open your invoice document in Word and fill in the blanks using the proper syntax.
Example:
For example, the name of the customer (Bill_Client_Name) and the amount of expenses (Bill_SubTotal).
Once your invoice template has been filled with tags, save and upload to your Case.one account. Future invoices will utilize your tags to auto-populate the necessary information to further simplify your billing process.
Note: you must use the following syntax when adding a tag to a template: <#field TagName #>
Example: <#field Activity_Rate #>
Date of time entry/log Activity_Date
Billing code/Activity Activity_Type
Quantity (time) in hours and minutes Activity_Quantity
Quantity (time) in decimals Activity_Quantity_Dec
Rate Activity_Rate
User initials Activity_Initial
Total (rate * quantity) Activity_Amount
Line item discount Activity_Discount
User Activity_User
Possible values: Event, Task, Document or"-" if not bound to any object Activity_Entity
Possible values: Event name, Task name, Document name or "-" if not bound to any object Activity_Entity_Name
Possible values: Event description, Task description, Document or "-" if not bound to any object Activity_Entity_Description
Returns an actual description from task or event logged Entity_Description
Case number Activity_CaseNumber
Case name Activity_CaseName
Fixed Rate Activity_Rate
Line item time slip description Activity_Note
Description of events and tasks Activity_Description
Expense Description Activity_Entity_Description
Total quantity of time slips Activity_Quantity_Total
Total quantity of time slips in decimals Total_Quantity_Total_Dec
Time the activity was logged and created Activity_Time
Total quantity of time slips Activity_Quantity_Total
Total quantity of time slips in decimals Activity_Quantity_Total_Dec
Tax 1 Activity_Tax1
Tax 2 Activity_Tax2
Amounts including taxes and discounts for all time costs Activity_Subtotal
Amounts including tax, discounts and activities Activity_Total
Amount of payments by the trust account Amount_In_Trust
Client name Bill_Client_Name
Organization and legal form Bill_Client_Opf
Billable client company name Bill_Client_Company
Billable client address Bill_Client_Address
Phone of client Bill_Client_phone
Website of client Bill_Client_site
Client job title Bill_Client_JobTitle
Email of client Bill_Client_email
Client tax ID Bill_Client_INN
Total for all time slips (including taxes) Bill_Activity_Total
Description of pre-bill Bill_Description
Amount of expenses Bill_SubTotal
Total for all expenses (including taxes) Bill_Expenses_Total
Total of tax 1 in the invoice Bill_Tax1
Total amount of tax 1 for time slips Bill_Activity_Tax1
Total amount of tax 1 for expenses Bill_Expenses_Tax1
Total amount of tax 2 in the invoice Bill_Tax2
Total amount of tax 2 for time slips Bill_Activity_Tax2
Total amount of tax 2 for expenses Bill_Expenses_Tax2
Total amount Bill_Total
Discount Bill_Discount
Amount with taxes and discount for all activities Bill_Activity_Total
Amount without taxes and discounts Bill_Amount
Total amount of tax in the invoice Bill_Tax
The total amount of taxes for time slips Bill_Activity_Tax
The total amount of taxes for expenses Bill_Expenses_Tax
Subtotal Bill_SubTotal
Total time slips excluding taxes and discounts Bill_Activity_Amount
Total expenses excluding taxes and discounts Bill_Expenses_Amount
“To pay” in text format Bill_Total_Letters
Tax in text format Bill_Tax_Letters
Date of payment Bill_DatePaid
Table part of the invoice Bill_Table
Invoice number Bill_Number
Invoice creation date Bill_CreateDate
Current invoice number CurBill_Number
Invoice due date CurBill_DueOn
Invoice amount due CurBill_AmountDue
Sum of payments on invoice CurBill_Payment_Received
Amount due - payment received CurBill_BalanceDue
Amount of unpaid balance CurBill_OutstandingBalance
Date of expense Expenses_Date
Expense description Expenses_Description
User initials who logged the expense Expenses_Initial
Quantity of expenses Expenses_Quantity
Expense amount Expenses_Rate
Discount applied to the line item expense Expenses_Discount
Rate * quantity for expenses Expenses_Amount
Total of expenses including tax and discounts applied Expenses_Total
User name Expenses_User
Case number Expenses_CaseNumber
Case name Expenses_CaseName
Expense tax 1 Expenses_Tax1
Expense tax 2 Expenses_Tax2
Total for all costs Expenses_Subtotal
Outstanding balance of all invoices Outstanding_Balance
Outstanding balance of overdue invoices PastBill_OutstandingBalance
Past invoice number PastBill_Number
Past invoice due date PastBill_DueOn
Invoice amount PastBill_AmountDue
Sum of payments on past invoice PastBill_Payment_Received
Balance due (past due payment - payment received) PastBill_BalanceDue
Balance of all overdue bills PastBill_OutstandingBalance
Date of payment Payment_Date
Case for which payment was made Payment_Case
Description of payment Payment_Description
Payment amount Payment_Invoice_Payments
Balance after payment Payment_Balance
Payment amount for the account trust fund replenishment Payment_Deposit
Case name Project_Name
Case number Project_Number
Case description Project_Description
Case assignee Project_Responsible
Case creation date Project_CreationDate
Practice area Project_ProjectType_Name
Author Project_Participant_Author
Name Project_Participant_Name
Type of participant Project_Participant_Type_Name
Role of participant in the case Project_ParticipantProject_Role_Name
Date of creation Project_Participant_CreationDate
Last name Project_Participant_Individual_LastName
First name Project_Participant_Individual_FirstName
Middle name Project_Participant_Individual_MiddleName
Date of birth Project_Participant_Individual_DateOfBirth
Address Project_Participant_Individual_ContactDetail_Address
Company or organization Project_Participant_Individual_Organization
Phone number Project_Participant_Individual_ContactDetail_Phone
Email Project_Participant_Individual_ContactDetail_Email
INN Project_Participant_Company_INN
Organization legal form Project_Participant_Company_LegalForm_Name
Company name Project_Participant_Company_Organization
Company phone number Project_Participant_Company_ContactDetail_Phone
Company email Project_Participant_Company_ContactDetail_Email
Company website Project_Participant_Company_ContactDetail_Site
Company Address Project_Participant_Company_ContactDetail_Address
Balance for trust account Trust_Balance