Placeholders for Receipts and Invoices

When creating custom Invoice or Receipt templates, only specific placeholder string values are supported. Template types each use different data sources, so the available placeholders vary by template type. For example:

  • Letter templates use letter placeholders.
  • Invoice and Receipt templates use placeholder string values specific to invoices and receipts.
  • Statement templates use statement-specific string values.

The string values below are available for use when creating or modifying Invoice and Receipt templates.

A string value must exist within a placeholder. To view or edit the string value assigned to a placeholder, double-click the yellow placeholder in the template. If you need to use a string value that is not already present in the template, you can reuse an existing placeholder by double-clicking it and replacing its current string value with the desired one.


Invoice and Receipt String Values

Practice Placeholders String Value
Practice Name <string value="systemDefaults.practiceName"/>
Provider Pay-to NPI Number <string value="patient.orthodontistOfficeInsuranceEntity.payToEntityNPINumber"/>
Rendering Orthodontist License Number <string value="patient.orthodontistOfficeInsuranceEntity.renderingEntityLicenseNumber"/>
Rendering Orthodontist NPI <string value="orthodontist.npiNumber"/>
Office Street Address <string value="patient.office.streetAddress"/>
Office City <string value="patient.office.city"/>
Office State <string value="patient.office.stateProvince"/>
Postal Code <string value="patient.office.postCode"/>
Office Phone <string value="patient.mailingOffice.phone"/>

Financial Placeholders String Value
Contract Amount - Acct 1 <string value="patient.patientAccountBalances.contract_amount_a" type="money"/>
Contract Amount - Acct 2 <string value="patient.patientAccountBalances.contract_amount_b" type="money"/>
Remaining Total Balance - Acct 1 <string value="patient.patientAccountBalances.total_balance_a" type="money"/>
Remaining Total Balance - Acct 2 <string value="patient.patientAccountBalances.total_balance_b" type="money"/>
Remaining Expected Insurance - Acct 1 <string value="patient.patientAccountBalances.expected_insurance_a" type="money"/>
Remaining Expected Insurance - Acct 2 <string value="patient.patientAccountBalances.expected_insurance_b" type="money"/>
Remaining CoPay Balance - Acct 1 <string value="patient.patientAccountBalances.copay_balance_a" type="money"/>
Remaining CoPay Balance - Acct 2 <string value="patient.patientAccountBalances.copay_balance_b" type="money"/>
Remaining CoPay Future Due - Acct 1 <string value="patient.patientAccountBalances.future_due_a" type="money"/>
Remaining CoPay Future Due - Acct 2 <string value="patient.patientAccountBalances.future_due_b" type="money"/>
Due Now - Account 1 <string value="patient.patientAccountBalances.due_now_a" type="money"/>
Due Now - Account 2 <string value="patient.patientAccountBalances.due_now_b" type="money"/>

Total CoPay Payments

  • Displays the total of all selected copay payment transactions.
 <string value="totalAltAmountPaid" type="money"/>

Total CoPay Fees

  • Displays the total of all selected copay fee transactions.
 <string value="totalAltFee" type="money"/>

Total Payments  

  • Displays the total of all selected payment transactions.
  • If the Combined Ledger is selected when generating the receipt, the total includes both patient (copay) and insurance payments, even though insurance payment amounts may not be displayed as line items in the receipt table.
  • For receipts that are intended to show only patient payments, use Total CoPay Payments  instead.
 <string value="totalAmountPaid" type="money"/>

Beginning Due Now Balance

  • Displays the patient’s Due Now balance at the beginning of the selected transaction sequence.
  • For the most accurate results, the selected transactions should represent a continuous range of ledger activity without skipping transactions that affect the patient’s beginning Due Now balance.
 <string value="beginningAltDueNow" type="money"/>

Ending Due Now Balance -

  • Displays the patient’s Due Now balance immediately after the last selected transaction on the receipt.
  • This value reflects the patient’s Due Now balance at that point in the ledger and is not limited to the charges and payments shown on the receipt.
 <string value="endingAltDueNow" type="money"/>
Patient HealthFund Code (Australia Only) <string value="patient.healthFundCodeTypeLabelOnEarliestDate"/>
Exceptions - Need to NOT show balances if the receipt is a Void? See the Balance Display Exceptions section below.
Patient Placeholders String Value
Patient Full Name <string value="patient.fullName"/>
Patient Chart ID <string value="patient.chartNumber"/>
Patient Custom Chart ID <string value= “patient. customIdentifier”/>
Patient Address <string value="patient.address"/>
Account Holder Full Name <string value="accountHolder.titledFullName"/>
Account Holder Street Address <string value="accountHolder.streetAddress"/>
Account Holder City <string value="accountHolder.city"/>
Account Holder State <string value="accountHolder.stateProvince"/>
Account Holder Postal Code <string value="accountHolder.postCode"/>
Case Start Date <string value="patient.activeTreatmentCase.treatmentStartDate" type="medium date"/>
Case End Date <string value="patient.activeTreatmentCase.treatmentEndDate" type="medium date"/
Receipt Date Short <string value="receiptDate" type="short date"/>
Receipt Date Long <string value="letterDateLong"/>
Page Number <string value="pageNumber"/>
Total Pages <string value="totalPages"/>

Transaction Table



A transaction table displays the itemized transactions associated with an Invoice or Receipt. Unlike standard placeholders, which display a single value using a string value, a transaction table displays one row for each transaction and uses identifiers to determine what information is displayed in each column (such as the transaction date, description, amount, or balance).

When an Invoice or Receipt is generated, the transaction table automatically repeats a row for each transaction included on the document. The number of rows displayed varies depending on the number of transactions.

The identifiers below are available for use when creating or modifying a transaction table in an Invoice or Receipt template.


Identifier - Title - Customizable
accountTransactionDate Date
insCodeA Dental Code
transactionLabel Fee/Payment Type
altFee Fee
altAmountPaid Paid
notes Ledger/Transaction Notes

To update or add the identifiers, titles or formatting of a table, click the table to engage the grey square handles, indicating the table has been selected. Right-click on the table to open the Panel window.



Balance Display Exceptions

IMPORTANT: If you create a single text box starting with a placeholder reflecting the string value - <if not="" value="voidedReceipt"> - any placeholders and text used in the text box will not appear if printing a voided transaction.  This is usually needed when you make a template your default receipt/invoice template.


Voided Receipts Show an X
Receipt for a Void

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