Operating Credit Merge Codes

What are these merge codes and what can I do with them?

Jonathan Prosperi avatar
Written by Jonathan Prosperi
Updated over a week ago


Users can use merge codes on invoices and document templates to automate information about your clients and cases. There are many merge code options to support your firm's communication needs, including outstanding balances, credits and custom fields.

PracticePanther offers two merge codes that are particularly helpful in communicating your client's current operating retainer credit available. This means you can clearly communicate to your client exactly how much operating credit they have available that can still be applied to outstanding invoices:

  • #Contact.OperatingUnappliedCredit#

  • #Matter.OperatingUnappliedCredit#

Note: The difference between these two codes and the Operating Balance amount is that the Operating Balance includes Due Invoices, whereas the Operating Unapplied Credit does not.


  • Client has $1,000 of due invoices, and $300 of available credit

    • Operating Balance = $700

    • Operating Unapplied Credit = $300


Operating Unapplied Credit = All Unapplied Amounts from Operating Payments + All Unapplied Amounts from Credit Notes

Operating Balance = (All Unapplied Amounts from Operating Payments + All Unapplied Amounts from Credit Notes) - Total Invoices Due

Using the Merge Codes

To embed these merge codes into your invoices and/or document templates, you can use the following merge codes:

Operating Unapplied Credit

  • #Contact.OperatingUnappliedCredit#

  • #Matter.OperatingUnappliedCredit#

Operating Balance

  • #Contact.OperatingBalance#

  • #Matter.OperatingBalance#

For more information about using document templates, check out our article or contact us directly at help@practicepanther.com.

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