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WORD-invoice-quote

February 28, 2017
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Invoice/Quote Template Specific Merge Fields Signed by first name Signed by last name Signed by qualifications Signed by job title Subtotal Subtotal after write offs Tax total Tax rates (comma separated list) Payer total (subtotal after write offs minus all 3rd party coverages and deposits) Grand total Date Sum of payer payments Balance due Invoice number Template notes ICD Codes Taken from most recent Audiogram (under Audiology tab) ICD Codes (No Description) Taken from most recent Audiogram (under Audiology tab) Disclaimer Invoice clinic name Invoice clinic location name Invoice clinic address Invoice clinic phone number Invoice clinic fax number Modified user name Insurer policy number Only displays on insurer invoice. Insurer group number Only displays on insurer invoice. Insurer authorization number Only displays on insurer invoice. Payer first name Payer last name Payer initial Payer name (salutation, first name, and last name) Payer salutation Payer address Payer province Payer country Payer healthCardNo Line item description Needs to be within TableStart:lineItems and TableEnd:lineItems Line item catalog number Needs to be within TableStart:lineItems and TableEnd:lineItems Line item quantity Needs to be within TableStart:lineItems and TableEnd:lineItems Line item notes Needs to be within TableStart:lineItems and TableEnd:lineItems Line item price Needs to be within TableStart:lineItems and TableEnd:lineItems Line item tax rate Needs to be within TableStart:lineItems and TableEnd:lineItems Line item sub total (excluding taxes) Needs to be within TableStart:lineItems and TableEnd:lineItems Line item total (including taxes) Needs to be within TableStart:lineItems and TableEnd:lineItems Payable description Needs to be within TableStart:payables and TableEnd:payables Payable amount Needs to be within TableStart:payables and TableEnd:payables Deposit description (date and method) Needs to be within TableStart:depositsTotal and TableEnd:depositsTotal or TableStart:deposits and TableEnd:deposits. Use TableStart:depositsTotal to display on the sum of deposits, otherwise, TableStart:deposits to display each individual deposit. Deposit amount Needs to be within TableStart:depositsTotal and TableEnd:depositsTotal or TableStart:deposits and TableEnd:deposits. Use TableStart:depositsTotal to display on the sum of deposits, otherwise, TableStart:deposits to display each individual deposit. Payment or credit description (date and method) Needs to be within TableStart:paymentsCreditsTotal and TableEnd:paymentsCreditsTotal or TableStart:paymentsCredits and TableEnd:paymentsCredits. Use TableStart:paymentsCreditsTotal to display on the sum of payments/credits, otherwise, TableStart:paymentsCredits to display each individual payments/credits. Payment or credit amount Needs to be within TableStart:paymentsCreditsTotal and TableEnd:paymentsCreditsTotal or TableStart:paymentsCredits and TableEnd:paymentsCredits. Use TableStart:paymentsCreditsTotal to display on the sum of payments/credits, otherwise, TableStart:paymentsCredits to display each individual payments/credits.
Posted in: Merge Fields
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