When creating an Invoice Template there are a number of variable fields you can add to display specific information.

You can use the fields in the Invoice Templates shown below in your organisation's templated Invoices; mattero also offers a variety of additional fields that can be added to your Invoice Templates.

(View the Create Invoice Templates article for more information.)

Invoice Templates

You can use the templates below to generate your organisation's Invoices, or create your own Invoice Template based on these samples, using these fields and others found in mattero.

Please note, you can view all mattero's templated documents on the Sample Document Templates article.

Detailed Invoice

Shows a summary of the Invoice's totals and the full details of Costs associated with the Invoice.

mattero - Detailed Invoice

Detailed Invoice with Trust

Shows a summary of the Invoice's totals, the full details of Costs associated with the Invoice, and the Trust Credit amount.

Displaying the Trust Credit amount is required when part or all of the Invoice's payment has come from your organisation's Trust account.

(View Step 9 of the Create Invoices article for more information.)

Copy and paste this code into your Invoice Template to apply this variable field:

<<[Invoice__TrustCreditAmount]:"$#,##0.00">>
<<[Invoice__AmountDueLessOfTrustCredit]:"$#,##0.00">>

mattero - Detailed Invoice with Trust

Detailed Invoice with Discount

Shows a summary of the Invoice's totals, the full details of Costs associated with the Invoice, and any discounts applied.

Displaying discounts is required if part or all of the Invoice amount has been discounted.

(View the Apply Discounts to Invoices article for more information.)

Copy and paste this code into your Invoice Template to apply this variable field:

<<[Invoice__Adjusted_SubTotal_Fees]:"$#,##0.00">>

mattero - Detailed Invoice with Discount

Detailed Invoice with Trust and Discount

Shows a summary of the Invoice's totals, the full details of Costs associated with the Invoice, the Trust Credit amount, and any discounts applied.

Displaying the Trust Credit amount is required when part or all of the Invoice's payment has come from your organisation's Trust account. Displaying discounts is required if part or all of the Invoice amount has been discounted.

(View Step 9 of the Create Invoices article and the Apply Discounts to Invoices article for more information.)

Copy and paste this code into your Invoice Template to apply these variable fields:

<<[Invoice__Adjusted_SubTotal_Fees]:"$#,##0.00">>
<<[Invoice__TrustCreditAmount]:"$#,##0.00">>
<<[Invoice__AmountDueLessOfTrustCredit]:"$#,##0.00">>

mattero - Detailed Invoice with Trust Credit and Discount

Keywords

Word Template, File, Fields, Variables, Layout, Add, Save