Special Tags
Special tags can be used in emails which will be replaced by the relevant information when the email is sent.
Available tags are:
<Due-Date>- Due date of the transaction<Transaction-Number>- Transaction Number<Transaction-Total><Company-Name> - Company file’s Company Name<Company-Telephone>- Company file’s Telephone Number<Company-Fax>- Company file’s Fax Number<Company-Email>- Company file’s Email address<Company-Tax-Rego-Id>- Company file’s Tax Rego Id<Company-Secondary-Id>- Company file’s Secondary Id<Name-First-Last>- Customer/Supplier/Employee First and Last name separated by space<Name-Last-First>- Customer/Supplier/Employee Last and First name separated by space<Name-First>- Customer/Supplier/Employee First name<Name-Last>- Customer/Supplier/Employee Last name<Name-Company>- Customer/Supplier Company name<Name-Contact>- Customer/Supplier Contact name<Name-Email>- Customer/Supplier/Employee Email address<PO-Number>- the PO text field from the Invoice screen. It’s not a dynamic field but a free text field available in an Invoice template<Project>- The Job Name of Customer:Job
Tag | Invoice | Estimate | Statements | Sales Order | Sales Receipt | Adjustment Note | Purchase Order | Reports | Pay Slips | Payment Summary | Remittance Advice | Super Report Email | Payment Receipt |
| Y | Y | N | Y | Y | Y | Y | N | N | N | N | N | N |
| Y | Y | N | Y | Y | Y | Y | N | N | N | N | N | Y - Ref No. |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | N | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | N | N | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | N | N | Y | N | Y |
| Y | Y | Y | Y | Y | Y | Y | N | Y | Y | Y | N | Y |
| Y | Y | N | Y | N | Y | N | N | N | N | N | N | N |
| Y | Y | Y | Y | Y | Y | N | N | N | N | N | N | N |
Example
- Template: Invoice
- Subject: Invoice #
<Transction-Number>from<Company-Name> - Body:
Your tax invoice is attached.
Invoice details:
PO Number:<PO-Number>
Due:<Transaction-Total>
Due Date:<Due-Date>
Please remit payment at your earliest convenience.
Regards,<Company-Name>
ABN:<Company-Tax-Rego-Id>
Email:<Company-Email>
Phone:<Company-Telephone>
