Prime contract invoice to client email template

Default template

Default template: PrimeInvoice.htmlUpload feature category: Prime Invoice

Bookmark formatting

All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.

• Bookmark Name: ProjectNumber
• Bookmark in HTML Template: {ProjectNumber}

Bookmarks - General project information

• ProjectNumber
• ProjectTitle
• ProjectDescription
• ProjectAddress1
• ProjectAddress2
• ProjectCity
• ProjectState
• ProjectZipCode
• ProjectCountry
• ProjectPhone
• ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

• ProjectOwnerBidDate
• ProjectOwnerBidTime
• ProjectPlanRoomInfo
• ProjectStartDate
• ProjectFinishDate
• ProjectSalesPerson
• ProjectSalesPersonMobilePhone
• ProjectSalesPersonEmailAddress
• ProjectSalesPersonTitle
• ProjectBidContact
• ProjectBidContactMobilePhone
• ProjectBidContactEmailAddress
• ProjectBidContactTitle
• ProjectManager
• ProjectManagerMobilePhone
• ProjectManagerEmailAddress
• ProjectManagerTitle

Bookmarks - Prime contract number, type, subject, and scope

• PrimeContractNumber
• PrimeContractType
• PrimeContractWorkSubject
• PrimeContractWorkScope
• PrimeContractInclusions
• PrimeContractExclusions
• PrimeContractClarifications

Bookmarks - Prime contract status and dates

• PrimeContractIssueDate
• PrimeContractIssueDateSpelled
• PrimeContractStatus
• PrimeContractSignedDate
• PrimeContractSignedDateSpelled
• PrimeContractNTPDate
• PrimeContractEstStartDate
• PrimeContractEstSubstantialCompletion
• PrimeContractEstFinishDate

Bookmarks - Prime contract specific address

• PrimeContractAddress1
• PrimeContractAddress2
• PrimeContractCity
• PrimeContractState
• PrimeContractZipCode
• PrimeContractCountry
• PrimeContractPhone
• PrimeContractFax

Bookmarks - Prime contract referenced architect

• ArchitectPrefix
• ArchitectFirstName
• ArchitectMiddleName
• ArchitectLastName
• ArchitectSuffix
• ArchitectContact
• ArchitectTitle
• ArchitectMobilePhone
• ArchitectEmail
• ArchitectCompanyCode
• ArchitectCompany
• ArchitectAddress1
• ArchitectAddress2
• ArchitectCity
• ArchitectState
• ArchitectZipCode
• ArchitectCountry
• ArchitectPhone
• ArchitectPhone2
• ArchitectFax
• ArchitectWebsite
• ArchitectGovTaxID

Bookmarks - Prime contract retainage percentages, original contract amounts, damages or incentives per day

• PrimeContractWorkRetainagePercent
• PrimeContractMaterialRetainagePercent
• PrimeContractSubtotal
• PrimeContractSubtotalSpelled
• PrimeContractTaxTotal
• PrimeContractTaxTotalSpelled
• PrimeContractTotal
• PrimeContractTotalSpelled
• PrimeContractGMP
• PrimeContractLiquidDamagesPerDay
• PrimeContractIncentivePerDay

Bookmarks - Prime invoice - From company/contact (prime company or contractor)

• FromPrefix
• FromFirstName
• FromMiddleName
• FromLastName
• FromSuffix
• FromContact
• FromTitle
• FromMobilePhone
• FromEmail
• FromCompanyCode
• FromCompany
• FromAddress1
• FromAddress2
• FromCity
• FromState
• FromZipCode
• FromCountry
• FromPhone
• FromPhone2
• FromFax
• FromWebsite
• FromGovTaxID

Bookmarks - Prime invoice - To company/contact (owner or client)

• ToPrefix
• ToFirstName
• ToMiddleName
• ToLastName
• ToSuffix
• ToContact
• ToTitle
• ToMobilePhone
• ToEmail
• ToCompanyCode
• ToCompany
• ToAddress1
• ToAddress2
• ToCity
• ToState
• ToZipCode
• ToCountry
• ToPhone
• ToPhone2
• ToFax
• ToWebsite
• ToGovTaxID

Bookmarks - Prime invoice number, dates, terms, and comments

• PrimeInvNumber
• PrimeInvOrderNumber
• PrimeInvDate
• PrimeInvDateSpelled
• PrimeInvPaymentDueDate
• PrimeInvPaymentDueDateSpelled
• PrimeInvTerms
• PrimeInvPrintComments
• PrimeInvInternalComments

Bookmarks - Prime invoice - Previous and current change orders

Bookmarks below apply to Fixed Lump Sum contracts only.

• PrimeInvPreviousCOSubtotal
• PrimeInvPreviousCOTaxTotal
• PrimeInvPreviousCOTotal
• PrimeInvCurrentCOSubtotal
• PrimeInvCurrentCOTaxTotal
• PrimeInvCurrentCOTotal

Bookmarks - Prime invoice - Revised contract totals

• PrimeInvOriginalContractSubtotal
• PrimeInvOriginalContractTaxTotal
• PrimeInvOriginalContractTotal
• PrimeInvNetChangesSubtotal     (PrimeInvPreviousCOSubtotal + PrimeInvCurrentCOSubtotal)
• PrimeInvNetChangesTaxTotal     (PrimeInvPreviousCOTaxTotal + PrimeInvCurrentCOTaxTotal)
• PrimeInvNetChangesTotal     (PrimeInvPreviousCOTotal + PrimeInvCurrentCOTotal)
• PrimeInvRevisedContractSubtotal
• PrimeInvRevisedContractTaxTotal
• PrimeInvRevisedContractTotal

Bookmarks - Prime invoice - Gross values - Previous work completed and stored materials

Bookmarks listed below do not include retainage and taxation.

• PrimeInvPreviousWorkTotal
• PrimeInvPreviousStoredTotal

  Applies to Fixed Lump Sum contracts only.

• PrimeInvPreviousTotal
• PrimeInvPreviousBilledScheduleOfValues

  Applies to Fixed Lump Sum contracts only.

• PrimeInvPreviousBilledCOs

  Applies to Fixed Lump Sum contracts only.

Bookmarks - Prime invoice - Gross values - Current work completed and stored materials

Bookmarks listed below do not include retainage and taxation.

• PrimeInvCurrentWorkTotal
• PrimeInvCurrentStoredTotal

  Applies to Fixed Lump Sum contracts only.

• PrimeInvCurrentTotal
• PrimeInvCurrentTotalSpelled
• PrimeInvCurrentBilledScheduleOfValues

  Applies to Fixed Lump Sum contracts only.

• PrimeInvCurrentBilledCOs

  Applies to Fixed Lump Sum contracts only.

Bookmarks - Prime invoice - Gross values - Total work completed and stored materials

Bookmarks listed below do not includeretainage and taxation.

• PrimeInvWorkTotal
• PrimeInvStoredTotal
• PrimeInvTotal     (PrimeInvWorkTotal + PrimeInvStoredTotal)
• PrimeInvTotalBilledScheduleOfValues
• PrimeInvTotalBilledCOs

Bookmarks - Prime invoice - Retainage percentages

• PrimeInvWorkRetainagePercent
• PrimeInvMaterialRetainagePercent

  Applies to Fixed Lump Sum contracts only.

Bookmarks - Prime invoice - Previous, current, and total retainage

Stored refers to stored material.

• PrimeInvPreviousRetainWorkTotal
• PrimeInvPreviousRetainStoredTotal

  Applies to Fixed Lump Sum contracts only.

• PrimeInvPreviousRetainTotal
• PrimeInvCurrentRetainWorkTotal
• PrimeInvCurrentRetainStoredTotal

  Applies to Fixed Lump Sum contracts only.

• PrimeInvCurrentRetainTotal
• PrimeInvRetainWorkTotal
• PrimeInvRetainStoredTotal

  Applies to Fixed Lump Sum contracts only.

• PrimeInvRetainTotal

Bookmarks - Prime invoice - Previous, current, and total billed retainage

• PrimeInvPreviousBilledRetainWorkTotal
• PrimeInvPreviousBilledRetainStoredTotal

  Applies to Fixed Lump Sum contracts only.

• PrimeInvPreviousBilledRetainTotal
• PrimeInvCurrentBilledRetainWorkTotal
• PrimeInvCurrentBilledRetainStoredTotal

  Applies to Fixed Lump Sum contracts only.

• PrimeInvCurrentBilledRetainTotal
• PrimeInvBilledRetainWorkTotal
• PrimeInvBilledRetainStoredTotal

  Applies to Fixed Lump Sum contracts only.

• PrimeInvBilledRetainTotal

Bookmarks - Prime invoice - Previous net values and balance to complete

• PrimeInvPreviousLessRetainSubtotal
• PrimeInvPreviousLessRetainTaxTotal
• PrimeInvPreviousLessRetainTotal
• PrimeInvPreviousBalanceToFinishSubtotal     (includes retainage)
• PrimeInvPreviousBalanceToFinishTaxTotal
• PrimeInvPreviousBalanceToFinishTotal

Bookmarks - Prime invoice - Current net values and balance to complete

• PrimeInvCurrentLessRetainSubtotal
• PrimeInvCurrentLessRetainSubtotalSpelled
• PrimeInvCurrentLessRetainTaxTotal
• PrimeInvCurrentLessRetainTaxTotalSpelled
• PrimeInvCurrentLessRetainTotal
• PrimeInvCurrentLessRetainTotalSpelled

Applicable to Fixed Lump Sum and Cost Plus With GMP invoices only:

• PrimeInvPercentComplete
• PrimeInvBalanceToFinishSOVGrossSubtotal
• PrimeInvBalanceToFinishCOsGrossSubtotal
• PrimeInvBalanceToFinishGrossSubtotal     (PrimeInvRevisedContractSubtotal - PrimeInvTotal)
• PrimeInvBalanceToFinishSubtotal     (PrimeInvRevisedContractSubtotal - (PrimeInvTotal - PrimeInvRetainTotal))
• PrimeInvBalanceToFinishTaxTotal
• PrimeInvBalanceToFinishTotal
• PrimeInvLessRetainSubtotal     (PrimeInvPreviousLessRetainSubtotal + PrimeInvCurrentLessRetainSubtotal)
• PrimeInvLessRetainTaxTotal
• PrimeInvLessRetainTotal