Full Placeholders List for Billing Information

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Full Placeholders List for Billing Information

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Placeholders are the identifying codes that allow live data to be pulled from the system for use in generated documents, e-mails, and calculated fields. But not all placeholders work in all three formats, some require different codes for different formats, others require specific conditions for the calculated field.

This section identifies all placeholders for the billing module, and provides the necessary information to use the placeholders effectively.

Depending on product configuration, the navigation path to Word Ribbon placeholders that reference core system fields may differ from those described in this section.

Billing Information

Total Payment Amount
Word Ribbon	Billing Information / Total Payment Amount
E-mail	[[BillingPolicyTermTotalPaymentAmount]]
Calculated Field	[[BillingPolicyTermTotalPaymentAmount]]
Notes: This field is automatically indexed and can be used in any trigger that requires indexed fields.
Policy Term Overdue Amount
Word Ribbon	Billing Information / Policy Term Overdue Amount
E-mail	[[BillingPolicyTermOverdueAmount]]
Calculated Field	[[BillingPolicyTermOverdueAmount]]
Notes: This field is automatically indexed and can be used in any trigger that requires indexed fields.
Policy Term Collected Amount
Word Ribbon	Billing Information / Policy Term Collected Amount
E-mail	[[BillingPolicyTermCollectedAmount]]
Calculated Field	[[BillingPolicyTermCollectedAmount]]
Notes: This field is automatically indexed and can be used in any trigger that requires indexed fields.
Policy Term Earliest Overdue Invoice Due Date
Word Ribbon	Billing Information / Policy Term Earliest Overdue Invoice Due Date
E-mail	[[BillingPolicyTermEarliestOverdueInvoiceDueDate]]
Calculated Field	[[BillingPolicyTermEarliestOverdueInvoiceDueDate]]
Notes: This field is automatically indexed and can be used in any trigger that requires indexed fields.
Policy Term Outstanding Amount
Word Ribbon	Billing Information / Policy Term Outstanding Amount
E-mail	[[BillingPolicyTermOutstandingAmount]]
Calculated Field	[[BillingPolicyTermOutstandingAmount]]
Notes: This field is automatically indexed and can be used in any trigger that requires indexed fields.

Invoice Information

Invoice Number
Word Ribbon	Invoice Information / Invoice Number
Invoice Issue Date
Word Ribbon	Invoice Information / Invoice Issue Date
Invoice Total Amount
Word Ribbon	Invoice Information / Invoice Total Amount
Invoice Net Amount
Word Ribbon	Invoice Information / Invoice Net Amount
Invoice Total Commission Amount
Word Ribbon	Invoice Information / Invoice Total Commission Amount
Invoice Total Tax Amount
Word Ribbon	Invoice Information / Invoice Total Tax Amount
Invoice Total Amount Due
Word Ribbon	Invoice Information / Invoice Total Amount Due
Invoice Outstanding Amount
Word Ribbon	Invoice Information / Invoice Outstanding Amount
Invoice Due Date
Word Ribbon	Invoice Information / Invoice Due Date
Invoice Currency
Word Ribbon	Invoice Information / Invoice Currency
Invoice Created On Date
Word Ribbon	Invoice Information / Invoice Created On Date

Statement Information

These placeholders are for use in preparing statement templates for generated documents. To access these placeholders in the Oceanwide Word Ribbon, select the Billing Statement option in the Workflow list.

Outstanding Invoice Amount
Word Ribbon	Outstanding Invoice / Outstanding Invoice Amount
Notes: Use repeaters for documents.
Outstanding Invoice Amount Currency
Word Ribbon	Outstanding Invoice / Outstanding Invoice Amount Currency
Notes: Use repeaters for documents.
Outstanding Invoice Date
Word Ribbon	Outstanding Invoice / Outstanding Invoice Date
Notes: Use repeaters for documents.
Outstanding Invoice Due Date
Word Ribbon	Outstanding Invoice / Outstanding Invoice Due Date
Notes: Use repeaters for documents.
Outstanding Invoice Number
Word Ribbon	Outstanding Invoice / Outstanding Invoice Number
Notes: Use repeaters for documents.
Outstanding Invoice Remaining Balance
Word Ribbon	Outstanding Invoice / Outstanding Invoice Remaining Balance
Notes: Use repeaters for documents.
Outstanding Invoice Remaining Balance Currency
Word Ribbon	Outstanding Invoice / Outstanding Invoice Remaining Balance Currency
Notes: Use repeaters for documents.
Outstanding Invoice Total Amount
Word Ribbon	Outstanding Invoice / Outstanding Invoice Total Amount
Outstanding Invoice Total Amount Currency
Word Ribbon	Outstanding Invoice / Outstanding Invoice Total Amount Currency
Outstanding Invoice Total Remaining Balance
Word Ribbon	Outstanding Invoice / Outstanding Invoice Total Remaining Balance
Outstanding Invoice Total Remaining Balance Currency
Word Ribbon	Outstanding Invoice / Outstanding Invoice Total Remaining Balance Currency
Statement Closing Balance
Word Ribbon	Statement / Statement Closing Balance
Statement Total Amount Due
Word Ribbon	Statement / Statement Total Amount Due
Statement Transaction Amount
Word Ribbon	Statement Transaction / Statement Transaction Amount
Notes: Use repeaters for documents.
Statement Transaction Amount Currency
Word Ribbon	Statement Transaction / Statement Transaction Amount Currency
Notes: Use repeaters for documents.
Statement Transaction Date
Word Ribbon	Statement Transaction / Statement Transaction Date
Notes: Use repeaters for documents.
Statement Transaction Due Date
Word Ribbon	Statement Transaction / Statement Transaction Due Date
Notes: Use repeaters for documents.
Statement Transaction Number
Word Ribbon	Statement Transaction / Statement Transaction Number
Notes: Use repeaters for documents.
Statement Transaction Reference
Word Ribbon	Statement Transaction / Statement Transaction Reference
Notes: Use repeaters for documents.
Statement Transaction Remaining Balance
Word Ribbon	Statement Transaction / Statement Transaction Remaining Balance
Notes: Use repeaters for documents.
Statement Transaction Remaining Balance Currency
Word Ribbon	Statement Transaction / Statement Transaction Remaining Balance Currency
Notes: Use repeaters for documents.
Statement Transaction Total Amount
Word Ribbon	Statement Transaction / Statement Transaction Total Amount
Statement Transaction Total Amount Currency
Word Ribbon	Statement Transaction / Statement Transaction Total Amount Currency
Statement Transaction Total Remaining Balance
Word Ribbon	Statement Transaction / Statement Transaction Total Remaining Balance
Statement Transaction Total Remaining Balance Currency
Word Ribbon	Statement Transaction / Statement Transaction Total Remaining Balance Currency
Statement Transaction Type
Word Ribbon	Statement Transaction / Statement Transaction Type
Notes: Use repeaters for documents.

Client Information

Client Name
Word Ribbon	Client Information / Client Name
Client Address
Word Ribbon	Client Information / Client Address
Client City
Word Ribbon	Client Information / Client City
Client Zip
Word Ribbon	Client Information / Client Zip
Client Country
Word Ribbon	Client Information / Client Country
Client State
Word Ribbon	Client Information / Client State
Client Phone
Word Ribbon	Client Information / Client Phone
Client Email
Word Ribbon	Client Information / Client Email

Distributor Information

Distributor Name
Word Ribbon	Distributor Information / Distributor Name
Distributor Address
Word Ribbon	Distributor Information / Distributor Address
Distributor City
Word Ribbon	Distributor Information / Distributor City
Distributor Zip
Word Ribbon	Distributor Information / Distributor Zip
Distributor Country
Word Ribbon	Distributor Information / Distributor Country
Distributor State
Word Ribbon	Distributor Information / Distributor State
Distributor Phone
Word Ribbon	Distributor Information / Distributor Phone
Distributor Email
Word Ribbon	Distributor Information / Distributor Email

Insurer Information

Insurer Name
Word Ribbon	Insurer Information / Insurer Name
Insurer Address
Word Ribbon	Insurer Information / Insurer Address
Insurer City
Word Ribbon	Insurer Information / Insurer City
Insurer Zip
Word Ribbon	Insurer Information / Insurer Zip
Insurer Country
Word Ribbon	Insurer Information / Insurer Country
Insurer State
Word Ribbon	Insurer Information / Insurer State
Insurer Phone
Word Ribbon	Insurer Information / Insurer Phone
Insurer Email
Word Ribbon	Insurer Information / Insurer Email

Bill To Party Information

Bill to Party Name
Word Ribbon	Bill To Party Information / Bill to Party Name
Bill to Party Address
Word Ribbon	Bill To Party Information / Bill to Party Address
Bill to Party City
Word Ribbon	Bill To Party Information / Bill to Party City
Bill to Party Zip
Word Ribbon	Bill To Party Information / Bill to Party Zip
Bill to Party Country
Word Ribbon	Bill To Party Information / Bill to Party Country
Bill to Party State
Word Ribbon	Bill To Party Information / Bill to Party State
Bill to Party Phone
Word Ribbon	Bill To Party Information / Bill to Party Phone
Bill to Party Email
Word Ribbon	Bill To Party Information / Bill to Party Email
Bill to Party Account Number
Word Ribbon	Bill To Party Information / Bill to Party Account Number
Bill to Party On Account Balance
Word Ribbon	Bill To Party Information / Bill to Party On Account Balance
Bill to Party On Account Balance Currency
Word Ribbon	Bill To Party Information / Bill to Party On Account Balance Currency

Policy Information

Policy Term Billing Option
Word Ribbon	Policy Information / Policy Term Billing Option
Policy Term Effective Date
Word Ribbon	Policy Information / Policy Term Effective Date
Policy Term ID
Word Ribbon	Policy Information / Policy Term ID
Policy Term Payment Plan
Word Ribbon	Policy Information / Policy Term Payment Plan
Policy Term Policy Number
Word Ribbon	Policy Information / Policy Term Policy Number
Policy Term Total Net Remaining Amount
Word Ribbon	Policy Information / Policy Term Total Net Remaining Amount
Policy Term Total Net Remaining Amount Currency
Word Ribbon	Policy Information / Policy Term Total Net Remaining Amount Currency
Policy Term Total Remaining Amount
Word Ribbon	Policy Information / Policy Term Total Remaining Amount
Policy Term Total Remaining Amount Currency
Word Ribbon	Policy Information / Policy Term Total Remaining Amount Currency
Policy Term Valid Until Date
Word Ribbon	Policy Information / Policy Term Valid Until Date
Policy Transaction Effective Date
Word Ribbon	Policy Information / Policy Transaction Effective Date
Policy Transaction ID
Word Ribbon	Policy Information / Policy Transaction ID
Policy Transaction Type
Word Ribbon	Policy Information / Policy Transaction Type
Policy Transaction Valid Until Date
Word Ribbon	Policy Information / Policy Transaction Valid Until Date
Total Online Payment Amount
Calculated Field	[[BillingInfo/TotalPaymentAmount]]
Notes: This placeholder displays the total of all online payments made through the current transaction. If the Separate Invoicing by Transaction option is not enabled, the payments may include amounts for other transactions. This amount does not include any payments made through features outside the transaction.

Charge Information

Charge Adjustment Type
Word Ribbon	Charge / Charge Adjustment Type
Notes: Use repeaters for documents.
Charge Amount Due
Word Ribbon	Charge / Charge Amount Due
Notes: Use repeaters for documents. If the amount is for an Agency Bill, the commission amount will not be included.
Charge Currency
Word Ribbon	Charge / Charge Currency
Notes: Use repeaters for documents.
Charge Date
Word Ribbon	Charge / Charge Date
Notes: Use repeaters for documents.
Charge Description
Word Ribbon	Charge / Charge Description
Notes: Use repeaters for documents. This will display the Premium Type if the charge originates from a policy, or the Adjustment Description if the charge originates from an adjustment.
Charge Policy Transaction ID
Word Ribbon	Charge / Charge Policy Transaction ID
Notes: Use repeaters for documents.
Charge Policy Number
Word Ribbon	Charge / Charge Policy Number
Notes: Use repeaters for documents.
Charge System Claim Number
Word Ribbon	Charge / Charge System Claim Number
Notes: Use repeaters for documents.
Charge Gross Amount
Word Ribbon	Charge / Charge Gross Amount
Notes: Use repeaters for documents.
Charge Premium Type
Word Ribbon	Charge / Charge Premium Type
Notes: Use repeaters for documents.
Charge Total Amount
Word Ribbon	Charge / Charge Total Amount
Notes: Use repeaters for documents. This is the total charge amount, including taxes.
Charge Total Amount Due
Word Ribbon	Charge / Charge Total Amount Due
Notes: Use repeaters for documents. This is the total charge amount due, including taxes.
Charge Total Commission Amount
Word Ribbon	Charge / Charge Total Commission Amount
Notes: Use repeaters for documents.
Charge Total Tax Amount
Word Ribbon	Charge / Charge Total Tax Amount
Notes: Use repeaters for documents.

Installment Information

Installment Date
Word Ribbon	Installment Information / Installment Date
Notes: This will be blank if multiple installments are included in the invoice.
Installment Number
Word Ribbon	Installment Information / Installment Number
Notes: This will be blank if multiple installments are included in the invoice.
Installment Next Date
Word Ribbon	Installment Information / Installment Next Date
Notes: This will be blank if there are no more installments.

Deductible Invoice Information

These placeholders are for use in preparing templates for generated documents, and are populated by generated invoices and collections for a specific claim. To access these placeholders in the Oceanwide Word Ribbon, select either the GeneratedInvoicesToDate, InvoiceCollectionsToDate, or Invoice option in the Workflow list.

Notes: The Generated Invoices To Date and Invoice Collections To Date placeholders are designed to return multiple results, and must therefore be configured within a custom grid. As such, they should be contained within the appropriate Table Start and Table End placeholders.

The Generated Invoices To Date placeholders return all results with the exception of the most recently generated invoice. To obtain this information, use the Invoice Information placeholders described above.

Invoice Currency
Word Ribbon	To Date Invoice Currency
Calculated Field	[[ToDateInvoiceCurrency]]
Invoice Due Date
Word Ribbon	To Date Invoice Due Date
Calculated Field	[[ToDateInvoiceDueDate]]
Invoice Issue Date
Word Ribbon	To Date Invoice Issue Date
Calculated Field	[[ToDateInvoiceIssueDate]]
Invoice Number
Word Ribbon	To Date Invoice Number
Calculated Field	[[ToDateInvoiceNumber]]
Invoice Outstanding Amount
Word Ribbon	To Date Invoice Outstanding Amount
Calculated Field	[[ToDateInvoiceOutstandingAmount]]
Invoice Total Amount
Word Ribbon	To Date Invoice Total Amount
Calculated Field	[[ToDateInvoiceTotalAmount]]
Date Applied Amount
Word Ribbon	To Date Applied Amount
Calculated Field	[[ToDateAppliedAmount]]
Date Payment Date
Word Ribbon	To Date Payment Date
Calculated Field	[[ToDatePaymentDate]]
To Date Payment Description
Word Ribbon	To Date Payment Description
Calculated Field	[[ToDatePaymentDescription]]
To Date Payment Method
Word Ribbon	To Date Payment Method
Calculated Field	[[ToDatePaymentMethod]]
To Date Payment Number
Word Ribbon	ToDatePayment Number
Calculated Field	[[ToDatePaymentNumber]]
To Date Payment Reference
Word Ribbon	ToDatePayment Reference
Calculated Field	[[ToDatePaymentReference]]
Total Invoice Collections To Date
Word Ribbon	Total Invoice Collections To Date
Calculated Field	[[TotalInvoiceCollectionsToDate]]
Total Invoice Collections To Date
Word Ribbon	Total Invoice Collections To Date
Calculated Field	[[TotalInvoiceCollectionsToDate]]
Note: This is a standalone placeholder and is not required to be configured within a custom grid.
Total Invoiced Amount To Date
Word Ribbon	Total Invoiced Amount To Date
Calculated Field	[[TotalInvoicedAmountToDate]]
Note: This is a standalone placeholder and is not required to be configured within a custom grid.

Billing Integration Fields

Integration Fields are not like standard placeholders, in that they cannot be used directly in documents, e-mails, or calculated fields. They are used to map a dynamic field to internal system data, so that the dynamic field displays the current value of the integration field. The dynamic field, however, can then be used as a standard placeholder.

This is a read-only connection, so any changes to the dynamic field will not be saved.

To create such a mapping, enter the Code for the appropriate integration field in the External Code field in the Field Management page for the dynamic field. Only one code can be entered for a single field.

Code	Description
Billing.TermEarliestOverdueInvoiceDueDate	Provides the Due Date for the oldest overdue invoice in the term.
Billing.TermTotalOverdueAmount	Provides the total overdue amount for all invoices in the term.
Billing.TermTotalCollectedAmount	Provides the total collected amounts for the term.