When creating your account statement email and document templates, you can use merge fields to add variable information (or information that changes) to the correspondence. For example, your account statements should include names, dates, and amounts, and this information should be current at the time you generate the document or email message.
 TIP: For more information on setting up templates and using merge fields, see these help articles: Document Templates, Merge Fields. |
To access the merge field list:
- In Actionstep, go to Admin and click Document assembly. The Document assembly page appears.
- Click Manage for the Merge field list item. The Merge Field List page appears.
- Click the Filter drop-down list. The List Filters window appears.
- Click the Data Source drop-down list and choose Debtor Statement or Debtor Statement Item.
- Click Submit. The Merge Field List is updated with the merge fields available for that data source.
Supported Merge Fields
The following variables can be used at the header level of the statement:
| Merge Field Name | Description |
| DebtorStatement_StatementDate | 'As of date' used to generate the account statement |
| DebtorStatement_TotalOutstanding | Total amount outstanding, excluding unallocated payments |
| DebtorStatement_TotalCurrentGroup | Total amount outstanding for the aging group 'Current' |
| DebtorStatement_Total31To60Group | Total amount outstanding for the aging group '31-60' |
| DebtorStatement_Total61To90Group | Total amount outstanding for the aging group '61-90' |
| DebtorStatement_Total90PlusGroup | Total amount outstanding for the aging group '>90' |
| DebtorStatement_MatterIds | Prints a comma-separated list of all matter IDs present in the statement |
| DebtorStatement_TotalAdvancedByFirm | Total amount of advanced funds by firm |
| DebtorStatement_GrandTotal | This is equal to TotalOutstanding + TotalAdvancedByFirm |
| DebtorStatement_PaymentTerms | Printing payment terms as specified in client profile |
The following variables can be used at the detail level of the statement (line items):
| Merge Field Name | Description |
| DebtorStatementItem_AmountPaid | The invoice or credit note paid amount |
| DebtorStatementItem_BalanceDue | The balance due on the invoice or credit note |
| DebtorStatementItem_Date | The invoice date or credit note date on the invoice or credit note item |
| DebtorStatementItem_DueDate | The invoice or credit note due date |
| DebtorStatementItem_MatterId | The matter ID associated with the invoice or credit note |
| DebtorStatementItem_Reference | The invoice or credit note reference |
| DebtorStatementItem_TotalInclusive | The invoice or credit note total inclusive amount |
| DebtorStatementItem TotalAdvancedByFirm | The total amount of advanced funds by the firm |
| DebtorStatementItem_MatterDescription | The matter description associated with the invoice or credit note |
Related Articles:
- About Account Statements
- Configuring Account Statement Email Addresses
- Configuring Account Statement Email Templates (Admin)
- Configuring Account Statement Document Templates (Admin)
- Getting to Know the Aged Receivables Page
- Generating Account Statements
- Getting to Know the Aged Receivables Filter
- Aged Receivables Permissions (Admin)
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