Available Merge Fields for Statements

Shelly Satre

Jan 04, 2024

377

When using merge fields on statements, the system will look to the invoice(s) for the appropriate information to be included via merge fields. Many of the fields are included on the default statement template. Other fields may be added manually by editing the invoice.

Merge Field Name	Description	Included On Default Template
Url	Tenant Logo Url from Setup > Miscellaneous > General Settings > Primary Logo
Width	Tenant Logo width
Height	Tenant Logo height
DisplayName
AccountNumber	The account number of the contact the statement is generated for.
BalanceHtmlCol
DescriptionHtmlCol	The description of the fee items and/or any payments against the fee items listed on the statement.
ChildPaymentHyperlink
TotalHtmlCol
Invoice	Invoice number
InvoiceDate	Invoice date.*
QuantityHtmlCol	The number of fee items purchased.
UnitPriceHtmlCol	The price of the fee items purchased.
StatementDate	Date the statement was generated.
Company	This is the name of your association/chamber.
Address1	This is Address 1 for your association/chamber.
Address2	This is Address 2 for your association/chamber.
AddressOnly
Address1Only
Address2Only
AddressCityStatePostalCodeOnly
Telephone	This is the telephone number for your association/chamber.
Fax	This is the fax number for your association/chamber.
Email	This is the email address for your association/chamber.
WebAddress	This is the web-site address for your association/chamber.
Instructions	Instructions for the recipient in regards to the statement/invoice payment.
DueDate	The invoice due date.
PurchasedByName	The name of the Purchasing Organization (if applicable), otherwise name of purchaser will show.
BillToName	Billing Contact Name (if applicable).
BillToEmail	Billing Contact Email
BillToAddress	Billing Address Line 1 and 2 on same line.
BillToAddress1	Billing Address Line 1
BillToAddress2	Billing Address Line 2
BillToCity	Billing City
BillToCountry	Billing Country
BillToContact	Billing Contact Name (if applicable).
TotalPurchases	The total of all the invoices on the statement.
TotalPayments	The total of any payments made against invoices on the statement.
TotalRemainingBalance	The total of any remaining balances on invoices on the statement.
ARCurrent	Current open balance.
AR30	Past Due Open Balance in the last 30-60 days
AR60	Past Due Open Balance in the last 60-90 days
AR90Plus	Past Due Open Balance over 90 days
PaymentHyperlink	Link to payment screen.
UFPurchasedByContactPrefix	Prefix for the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactFirstName	First name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactMiddleName	Middle name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactLastName	Last name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactSuffix	Suffix of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactCommonName	Common name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactName	The first and last name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedFromOrganizationName	The organization from which the purchase was made (your association/chamber).
UFPurchaseCreatedDate	The date an invoice was created.
UFBillingContactPrefix	The prefix for the billing contact selected when the invoice was created.
UFBillingContactFirstName	The first name of the billing contact selected when the invoice was created.
UFBillingContactMiddleName	The middle name of the billing selected when the invoice was created.
UFBillingContactLastName	The last name of the billing contact selected when the invoice was created.
UFBillingContactSuffix	The suffix of the billing contact selected when the invoice was created.
UFBillingContactCommonName	The common name of the billing contact selected when the invoice was created.
UFBillingContactName	The full name of the billing contact selected when the invoice was created.
UFBillingAddress1	The billing address selected when the invoice was created.
UFBillingAddress1	The billing address 2 associated to the address selected when the invoice was created.
UFBillingAddressCity	The city associated to the address selected when the invoice was created.
UFBillingAddressStateProvince	The state or province associated to the address selected when the invoice was created.
UFBillingAddressPostalCode	The postal code associated to the address selected when the invoice was created.
UFBillingAddressCountry	The country associated to the address selected when the invoice was created.
UFBillingEmailAddress	The email address of the billing contact selected when the invoice was created.
UFScheduledPaymentDate	Date of the scheduled payment if auto-pay was selected for the items on the invoice.
UFScheduledPaymentAmount	Amount of the scheduled payment if auto-pay was selected for the items on the invoice.
UFScheduledPaymentProfile	Last four digits + expiry date of the card selected for the scheduled payment if auto-pay was selected for the items on the invoice.

*Invoice Date: the default date format used in statements is MM/dd/yyyy. There is an option to use a MM/dd/yy display but it involves editing the actual merge fields in the statement template.

Use the Edit option on the desired statement template.
Display the field codes in the template. (In Windows/MS Word, use Alt + F9 to toggle the field codes display.)
Find the merge field for the InvoiceDate. It should look like this: { MERGEFIELD InvoiceDate \* MERGEFORMAT }
Edit the merge field so it looks like this: { MERGEFIELD InvoiceDate \@ "MM/dd/yy" }
Toggle the field codes off and save your template.

If you prefer a 1 digit month or 1 digit day, you can put a single M or single d into the merge field instead. Using the single M or single d will still show a 2 digit month/day if the month/day is two digits. But if only a single digit, it will shave off the leading zero.