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Invoice Template Fields Explained

  • Feb 13, 2025
  • Knowledge

How To
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LEAP provides a default Microsoft Word Invoice Template, which is located within your Forms and Templates > Practice Management > Accounting > Accounting folder.

To customize a template:

  1. Right-click on the template and select Edit Template.

    The template will open in Microsoft Word.

  2. Click User-added image to view and select from the available fields.

Below is a listing of all the accounting related fields you can use to customize your accounting templates.

FieldDescription
AddresseeThe person to whom the invoice is addressed.
Balance DueThe balance outstanding on the invoice.
Balance Due Less Retained FundsThe balance outstanding on the invoice less Retained Trust Funds.
Debtors BalanceThe balance of all outstanding invoices for the selected debtor. Balance is less Credits  and Retained Trust Funds balances.
Do not include this field if sending to a third party to pay the invoice.
Due DateThe due date of the invoice.
Fee SummaryProfessional Fees and Disbursements on the finalized invoice.
Provides a breakdown of the staff member who performed the work, as well as Time in units/hours and amounts inclusive and exclusive of tax.
Interest RateThe firm’s interest rate on overdue invoices.
Invoice DateThe date of the invoice.
Invoice NoteThe firm's customized invoice footer.
Invoice NumberThe invoice number.
Invoice Sections PlaceholderThe body of the invoice details (placeholder for invoice sections that are customized in Menu > Settings > Application Settings > Invoice > Invoice Layouts).
Invoice StatusThe status of the invoice (draft or finalized).
Invoice TermThe Invoice Term is the number of days set for the due date. 
Late FeesThe amount of late fees incurred on the invoice.
Matter Credit BalanceThe balance of credits on the matter.
Matter Credit Balance Remaining After Applied to balance dueThe available credit balance after applying a balance to an outstanding invoice.
Matter Credit Replenishment BalanceThe balance of matter credit replenishment.
Matter  BalanceThe total due for all finalized invoices on this matter.
Matter Debtor Balance IncDraftThe outstanding invoices, including draft invoices, on the matter before applying any Credits or Trust Balances to an invoice. 
Matter Debtor Balance Less Credit and PTF BalanceThe total outstanding debtor balances on the matter including the invoice you are viewing, less the Credits and Retained Trust Funds (PTF).
Matter Debtor Balance Less Credit BalanceThe total outstanding debtor balances on the matter including the invoice you are viewing, less the Credits.
Matter Debtor Balance Less PTFThe total outstanding debtor balances on the matter including the invoice you are viewing, less Retained Trust Funds (PTF).
Matter Debtors CurrentInvoices generated in the current ageing period.
Matter Debtors Period1Invoices generated in the first ageing period.
Matter Debtors Period2Invoices generated in the second ageing period.
Matter Debtors Period3Invoices generated in the third ageing period.
Matter Invoices Balance DueThe Total invoice amount (if finalized) + Matter Debtor Balance.
Matter Invoices Balance Due IncDraftThe total of outstanding debtor balances, including draft invoices, on the matter including the invoice you are viewing.
Matter Invoices Balance Due Less PTFThe total of outstanding debtor balances on the matter including the invoice you are viewing, less Retained Trust Funds balances.
Matter Invoices Balances Due IncDraft Less PTFThe total of outstanding debtor balances, including draft invoices, on the matter including the invoice you are viewing, less Retained Trust Funds balances.
Matter NumberThe matter number.
Matter RTF Applied to InvoicesThe balance of the Retained Trust Funds (PTF) applied to all invoices on the matter.
Matter Trust RetainerThe matter trust retainer amount.
MemoThe invoice memo.
Minimum Retainer Balance the minimum retainer balance.
Minimum Trust Retainer BalanceThe minimum trust retainer balance.
Other Outstanding BalancesAll outstanding invoices on the matter less the invoice you are viewing.
Other Outstanding Balances IncDraftAll outstanding invoices, including draft invoices, on the matter less the invoice you are viewing.
Online Payments Reference NumberThe Online Payments Reference number.
Online Payments Reference PlaceholderThe placeholder for the Online Payments footer.
Section SummaryThe summary of the invoice sections, generally, split into Professional Fees and Disbursements.
Sub Total ExTaxSub total excluding tax 
Sub Total IncTaxSub total including tax.
Sub Total TaxSub total tax amount.
Total Adjustments ExTaxThe total adjustments balance excluding tax.
Total Adjustments IncTaxThe total adjustment balance including tax.
Total Adjustments TaxThe total adjustment balance.
Total ExTaxThe total balance excluding tax.
Total IncTaxThe total balance including tax.
Total PaidThe total balance applied against the invoice.
Total Retained TrustThe total available Retained Trust Funds balance.
Total TaxThe total amount of invoice tax.
Trust Applied Funds transferred from trust to this invoice 
Trust BalanceThe total Trust balance on the matter.
Last Modified Date
2/13/2025 8:03 PM
Title
Invoice Template Fields Explained
URL Name
Invoice-Template-Fields-Explained

Resolution
Forms & TemplatesOperating Accounting
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Invoice Template Fields Explained