The Email Templates window allows you to include variables in the Subject and Body fields. When final statements are generated, these variables are replaced with information from the selected field. Once inserted, variables are shown in the Subject and Body fields within chevrons (e.g., <<Field_Name>>). A list of available variables is shown in the Available Fields list in alphabetical order. Custom fields are shown at the end of the list.

The following table provides a list of the variables available in the Available Fields list of the Email Templates window, along with the name of the file from which the information is retrieved, the field in the file that stores the information, and where you can view the contents of the field in the software without running a final statement and previewing the email message.

Variable Name File Name Field Used Field Location & Notes
Adobe Reader Link N/A N/A www.Adobe.com
This variable cannot be added to the Subject field.
Balance Due calculated (previous balance + balance due on the current statement). Balance Due A/R & Fund Balances tab of Client Information
Balance Due Total (with Trust) calculated (balance due + trust replenishment) N/A N/A
Beginning Statement Notes Statement Notes file Beginning Statement Notes Statement Options tab of Client Information
Bill To Address Bill To file Address block Bill To Record window via the Billing Preferences tab of Client Information
This variable cannot be added to the Subject field.
Bill To Attention Line Bill To file Attention Line name option Bill To Record window via the Billing Preferences tab of Client Information
Bill To Full Name Bill To file Bill To Name Bill To Record window via the Billing Preferences tab of Client Information
Bill To First Name Bill To file Bill To Name Bill To Record window via the Billing Preferences tab of Client Information
Bill To Last Name Bill To file Bill To Name Bill To Record window via the Billing Preferences tab of Client Information
Billing Notes and Instructions Note file Billing Notes & Instructions Billing Preferences tab of Client Information
Client Address Client file Address block Address tab of Client Information
This variable cannot be added to the Subject field.
Client Attention Line Client file Contact Name Address tab of Client Information
Client ID Client file Client ID Address tab of Client Information
Client Full Name Client file Client Name Address tab of Client Information
Client Notes Note file Client Notes Client Notes tab of Client Information
Contact Email Client file Email address shown Address tab of Client Information
Contact Full Name Client file Contact Name Address tab of Client Information
Contact First Name Client file Contact Name Address tab of Client Information
Contact Last Name Client file Contact Name Address tab of Client Information
Contact Phone 1 Client file Phone Selector 1 (secure clients will use Business) Address tab of Client Information
Contact Phone 2 Client file Phone Selector 2 (secure clients will use Business Fax) Address tab of Client Information
Contact Phone 3 Client file Phone Selector 3 (secure clients will use Home) Address tab of Client Information
Contact Phone 4 Client file Phone Selector 4 (secure clients will use Cellular) Address tab of Client Information
Date Closed Client file Date Closed Address tab of Client Information
Date Opened Client file Date Opened Address tab of Client Information
Discount Amount/Percentage Client file Discount Type Amount/Percentage value Billing Options tab of Client Information
Discount Type Client file Discount Type Billing Options tab of Client Information
Ending Statement Notes Note file Ending Statement Notes Statement Options tab of Client Information
Finance Charge Days Client file Days (0-999) Billing Options tab of Client Information
Finance Charge Rate Client file Rate Billing Options tab of Client Information
Firm Address Firm file Firm Address lines Firm Information in System Configuration
This variable cannot be added to the Subject field.
Firm County Firm file County Firm Information in System Configuration
Firm Email Firm file Firm Email Firm Information in System Configuration
Firm Fax Number Firm file Firm Fax Firm Information in System Configuration
Firm Federal ID Firm file Firm's Federal ID # Firm Information in System Configuration
Firm Name Firm file Firm Name Firm Information in System Configuration
Firm Phone Number Firm file Firm Phone Firm Information in System Configuration
Firm State Name Firm file State (spelled out) Firm Information in System Configuration
Firm Web Site Firm file Firm Web Site Firm Information in System Configuration
Inactive Client file Inactive Address tab of Client Information
Last Payment Amount Amount of last payment processed for the matter on the most recent previous statement with a payment Last Payment Amount A/R & Fund Balances tab of Client Information
Last Payment Date Date of last payment processed for the matter on the most recent previous statement with a payment Last Payment Date A/R & Fund Balances tab of Client Information
Location Client file Location Address tab of Client Information
Miscellaneous Line 1 Client file Miscellaneous 1 Custom Fields tab of Client Information
Miscellaneous Line 2 Client file Miscellaneous 2 Custom Fields tab of Client Information
Miscellaneous Line 3 Client file Miscellaneous 3 Custom Fields tab of Client Information
Name Search Client file Name Search Address tab of Client Information
Non-Billable Client file Non-billable Setup tab of Client Information
Online Payment Begin Text N/A N/A

Indicates the beginning of text related to an online payment. Text between this field and the Online Payment End Text field will not be displayed if an online payment link cannot be generated for the matter.

See the Online Payment Note for more information.
Online Payment Button N/A N/A

Adds a button to open a Tabs3 Pay®, LawPay®, or LexCharge® online payment page.

See the Online Payment Note for more information.
Online Payment “Click Here” N/A N/A

Adds a link to a Tabs3 Pay, LawPay, or LexCharge online payment page with the text “Click Here”.

See the Online Payment Note for more information.
Online Payment End Text N/A N/A

Indicates the end of text related to an online payment. Text between the Online Payment Begin Text field and this field will not be displayed if an online payment link cannot be generated for the matter.

See the Online Payment Note for more information.
Online Payment Trust Begin Text N/A N/A

Indicates the beginning of text related to an online trust replenishment request. Text between this field and the Online Payment Trust End Text field will not be displayed if an online trust replenishment request link cannot be generated for the matter.

See the Online Payment Note for more information.
Online Payment Trust Button N/A N/A

Adds a button to open a Tabs3 Pay online trust replenishment request page.

See the Online Payment Note for more information.
Online Payment Trust “Click Here” N/A N/A

Adds a link to a Tabs3 Pay online trust replenishment request page with the text “Click Here”.

See the Online Payment Note for more information.
Online Payment Trust End Text N/A N/A

Indicates the end of text related to an online trust replenishment request. Text between the Online Payment Trust Begin Text field and this field will not be displayed if an online trust replenishment request link cannot be generated for the matter.

See the Online Payment Note for more information.
Online Payment Trust URL N/A N/A

Adds a link to a Tabs3 Pay online trust replenishment request page.

See the Online Payment Note for more information.
Online Payment URL N/A N/A

Adds a link to a Tabs3 Pay, LawPay, or LexCharge online payment page.

See the Online Payment Note for more information.
Originating Timekeeper Initials Timekeeper file Originating Timekeeper: Initials Setup tab of Client Information
Originating Timekeeper Name Timekeeper file Originating Timekeeper: Name Setup tab of Client Information
Originating Timekeeper Number Timekeeper file Originating Timekeeper: Number Setup tab of Client Information
Primary Timekeeper Initials Timekeeper file Primary Timekeeper: Initials Setup tab of Client Information
Primary Timekeeper Name Timekeeper file Primary Timekeeper: Name Setup tab of Client Information
Primary Timekeeper Number Timekeeper file Primary Timekeeper: Number Setup tab of Client Information
Secondary Timekeeper Initials Timekeeper file Secondary Timekeeper: Initials Setup tab of Client Information
Secondary Timekeeper Name Timekeeper file Secondary Timekeeper: Name Setup tab of Client Information
Secondary Timekeeper Number Timekeeper file Secondary Timekeeper: Number Setup tab of Client Information
Statement Date Date used for the current statement Last Statement Date A/R & Fund Balances tab of Client Information
Statement Number Number used for the current statement Last Statement # A/R & Fund Balances tab of Client Information
Trust Balance Trust Account file Current Trust Balance Trust Account Information in Tabs3 Trust Accounting
Trust Replenishment Trust Account file Request fixed amount, or
Request amount it takes to reach		 Trust Account Information in Tabs3 Trust Accounting
User Email User file (email address of the user who generated the statement) Email Address User Configuration in System Configuration
User Initials User file (initials of the user who generated the statement) Initials User Configuration in System Configuration
User Name User file (name of the user who generated the statement) User Name User Configuration in System Configuration
Work Description Client file Work Description Address tab of Client Information
Custom Field Line 1-50 Client file Defined Client Fields Numbered 1-50 Custom Fields tab of Client Information

Tip: If certain information is not supported in the Available Fields list, you can add the information to a Custom Field or Miscellaneous line instead.

Online Payment Note: In order for the online payment text to be displayed, Tabs3 Pay, LawPay, and/or LexCharge must be configured to create payment links, at least one merchant account must be defined, and the statement must have a balance greater than zero. See the Credit Card Processing Overview for more information on configuring merchant accounts.

In order for online trust replenishment text to be displayed, Tabs3 Pay must be configured to create payment links, at least one trust merchant account must be defined, and the matter must have a trust replenishment amount greater than zero.

See the Credit Card Processing Overview for more information on configuring merchant accounts. See the Merchant Account Types topic for more information regarding how Tabs3 Billing determines which merchant account to use for a payment link.

 

See also:   Email Template Variable Examples
  Knowledge Base Article R11767 - Using the Tabs3 Payment Link