Invoice Template Variables

You can insert variables in a document template. The variable displays data for a field. Note that a corresponding label can be selected for each variable.
Variable Description/Notes
Engagement: Engagement ID Inserts the engagement number from the billing line.
Engagement: Job Title Inserts the job title from the engagement in the billing line.
Engagement: Manager Name Inserts the hiring manager's name from the engagement in the billing line.
Engagement: Supplier Name Inserts the supplier/vendor organization's name from the engagement in the billing line.
Engagement: <grouped_custom_field_name> If invoice generation is grouped by a selected engagement custom field, this value returns the custom field value from the engagement in the billing line. If no custom field value is set on the engagement, then this value is displayed as an empty string.

See Invoice Grouping Rules.
Engagement: Op Unit Inserts the operational unit from the engagement in the billing line.
Engagement: Worker Name Inserts the worker name from the engagement in the billing line.
Engagement: Time & Expense Approver Inserts the time and expense approver from the engagement in the billing line.
Engagement: Client Location Inserts the client location from the engagement in the billing line.
Engagement: Work Location Inserts the work location from the engagement in the billing line.
Engagement: Currency Inserts the currency set on the engagement in the billing line.
Engagement: Rate Application Inserts the rate application set on the engagement in the billing line.
Engagement: Work Period Inserts the work period set on the engagement in the billing line.
Engagement: OT Rule Inserts the OT/DT rule from the engagement in the billing line.
Engagement: Master Budget Inserts the master budget value set on the engagement in the billing line.
MSP: Tax Entity Legal Name Inserts the tax entity legal name for the MSP. The name nigh be the value of the tax entity organization set on the invoice option.

Legal entities are defined at the liens organization level per country. See Client Information.
MSP: Tax Entity Address Line 1 Inserts the tax entity address information for the MSP.
MSP: Tax Entity Address Line 2 Inserts the tax entity additional address information for the MSP.
MSP: Tax Entity City Inserts the tax entity city for the MSP.
MSP: Tax Entity State Inserts the tax entity state for the MSP.
MSP: Tax Entity Postal Code Inserts the tax entity postal code for the MSP.
MSP: Tax Entity Country Inserts the tax entity country for the MSP.
MSP: Tax Entity Tax ID Inserts the tax entity tax identifier for the MSP.
MSP: Tax Entity Second Tax ID Inserts the tax entity secondary tax identifier for the MSP.
MSP: Tax Entity Exemption Certificate Number Inserts the tax entity exemption certificate number for the MSP.
Bill: Client Invoice #
Bill: Down Fee tax %
Bill: Down fee invoice number
Bill: Most Recent Earnings End Date
Bill: Purchase Order #
Bill: Service Period End Date
Bill: Service Period Start Date
Bill: Supplier Invoice#
Bill: Supplier tax %
Bill: Timecard Rate Table Inserts a table that displays all different rates that contain unit information for a given billing line. See Invoice Template Table.
Note:
Currency is not displayed for the until values.
Note:
This variable only supports the MR3 (multirate) timecard. See Multirate Timecards.
Note:
This variable only supports up to 50 bills per table.
Bill: Up fee invoice number
Bill: Up fee tax %
Bill: Zero Tax Bill From Exempt
Bill: Zero Tax Bill To Exempt
Bill: Zero Tax Bill Cross Border
Bill: Zero Tax Bill Not Registered
Client: Billing City
Client: Billing Country
Client: Billing Postal Code
Client: Billing State/Province
Client: Billing address line 1
Client: Billing address line 2
Daily Table: Date Worked Inserts the date for the billing line daily detail and type of time.
Daily Table: Description Inserts the type of time on the billing line, the period end date (YYYY-MM-DD), and the billing line identifier for the billing line daily detail and type of time.
Daily Table: MSP Up Fee Inserts the MSP Up Fee for the billing line daily detail and type of time.
Daily Table: Total With Up Fee Inserts the value from the Units column multiplied by the value from the Unit Price with Fee column, then round 2 decimal places for the billing line daily detail and type of time.
Daily Table: Total Without Up Fee Inserts the (unit x unit price) for the billing line daily detail and type of time. The currency symbol and abbreviation is not displayed.
Daily Table: Unit Price Inserts the unit price for the billing line daily detail and type of time.
Daily Table: Unit Price with Fee Inserts the unit price plus the MSP Up Fee (percent) multiplied by the currency amount billed for the billing line daily detail and type of time.
Daily Table: Units Inserts the number of units for the billing line daily detail and type of time, for example, number of hours or days).
Invoice: Client Invoice Due Date
Invoice: Currency
Invoice: Expense + Up Fee Total Amount
Invoice: Invoice + Up Fee Total Amount
Invoice: Invoice - Down Fee Total Amount
Invoice: Invoice Amount
Invoice: Invoice Client tax %
Invoice: Invoice Date Billed
Invoice: Invoice Date Processed
Invoice: Invoice E/D
Invoice: Invoice#
Invoice: Labour + Adjustment + Positions + Up Fee Total Amount
Invoice: Milestone + Materials + Positions Total Amount
Invoice: Supplier Tax - Down Fee Tax Total Amount
Invoice: Total Adjustments amount
Invoice: Total Client Bill Invoice Amount
Invoice: Total Client Tax
Invoice: Total Down Fee Amount
Invoice: Total Down Fee Amount - Bill Only
Invoice: Total Down Fee Tax
Invoice: Total Down Fee Tax + Total Supplier Tax
Invoice: Total Expense amount
Invoice: Total Labor amount
Invoice: Total Labor amounts + Total Adjustment Amounts
Invoice: Total Supplier Pay
Invoice: Total Supplier Tax
Invoice: Total Up Fee Amount
Invoice: Total Up Fee Tax
Invoice: Total Up fee tax + Total Client Tax
Invoice: Up Fee + Up Fee Total Tax Amount
Supplier Invoice: Down fee amount + down fee tax - Bill Only
Supplier Invoice: Down fee amount + down fee tax
Supplier Invoice: Invoice - Down Fee Total Amount - Bill Only
Supplier Invoice: Invoice Amount - Bill Only
Supplier Invoice: Supplier pay amount + down fee + down fee tax - Bill Only
Supplier Invoice: Supplier pay amount+down fee+down fee tax
Supplier Invoice: Total Adjustments amount - Bill Only
Supplier Invoice: Total Labor amounts + Total Adjustment Amounts - Bill Only
Supplier Invoice: Total Supplier Pay - Bill Only
Supplier: Legal Name
Supplier: Supplier Custom Fields
Supplier: Supplier ID
Supplier: Tax Entity Address Line 1
Supplier: Tax Entity Address Line 2
Supplier: Tax Entity City
Supplier: Tax Entity Country
Supplier: Tax Entity Postal Code
Supplier: Tax Entity Registered
Supplier: Tax Entity Secondary Tax ID
Supplier: Tax Entity State
Supplier: Tax Entity Tax ID
Timecard Table: Date Worked Inserts the date for this billing line in the timecard and for the type of time.
Timecard Table: Description Inserts the type of time on the billing line, the period end date (YYYY-MM-DD), and the billing line identifier for this billing line in the timecard and for the type of time.
Timecard Table: MSP Up Fee Inserts the MSP Up Fee for this billing line in the timecard and for the type of time.
Timecard Table: Total With Up Fee Inserts the value from the Units column multiplied by the value from the Unit Price with Fee column, then round 2 decimal places for this billing line in the timecard and for the type of time.
Timecard Table: Total without Up Fee Inserts the (unit x unit price) for this billing line in the timecard and for the type of time. The currency symbol and abbreviation is not displayed.
Timecard Table: Unit Price Inserts the unit price for this billing line in the timecard and for the type of time.
Timecard Table: Unit Price with Fee Inserts the unit price plus the MSP Up Fee (percent) multiplied by the currency amount billed for this billing line in the timecard and for the type of time.
Timecard Table: Units Inserts the number of units for this billing line in the timecard and for the type of time.