# Email templates
### Email templates - need to know
{% hint style="info" %}
**Search Variables**? Use Ctrl-F and the field name to quickly locate and review the syntax.
{% endhint %}
Email templates save time and standardize formal communications. You can create and use email templates for sending every document type.
See Setup>Email Templates> for a List of templates and their associated Documents.
The quickest way to learn how to create a template is to edit an example from the List.
### Setup Email template
Create a new template for the associated Document
Setup>Email Templates>New Template and choose the Document type.
| Template Name | Free text |
| ------------- | --------------------------------------- |
| Description | Free Text |
| From | A variable i.e. ${company\_from\_email} |
| Reply To | A variable i.e. ${company\_from\_email} |
| Subject | Free text, including variables |
| Copy to | A variable i.e. ${company\_from\_email} |
| Plain text | Send as plain text, probably ‘Courier’ |
### Mail merge parameters (variables)
| Parameter name | Description |
| ---------------------------------------------------------------------------------------- | ------------------------------------------ |
| Customers and Suppliers
| |
| ${title} | Main contact title |
| ${first\_name} | Main contact first name |
| ${last\_name} | Main contact last name |
| ${customer\_login\_id} | Login ID for customer portal |
| ${customer\_password} | Login password for customer portal |
| ${balance} | The account balance |
| Lead
| |
| ${first\_name} | Main contact first name |
| ${last\_name} | Main contact last name |
| Customer/Supplier Payment
| |
| ${amount\_paid} | The amount paid |
| ${payment\_date} | The payment date |
| ${payment\_details} | Invoice # and amount paid for each invoice |
| Documents (Sales Orders/Invoices/Bills etc)
| |
| ${title} | Customer/Supplier title |
| ${full\_name} | Customer/Supplier full name |
| ${first\_name} | Customer/Supplier first name |
| ${last\_name} | Customer/Supplier last name |
| ${due\_date} | Due date |
| ${issue\_date} | Issue date |
| ${required\_date} | Required data |
| ${balance} | Balance |
| ${total} | Total |
| ${ref\_number} | Ref # |
| Customer Statement
| |
| ${title} | Customer/Supplier title |
| ${first\_name} | Customer/Supplier first name |
| ${last\_name} | Customer/Supplier last name |
| ${ref\_number} | |
| ${start\_date} | |
| ${end\_date} | |
| Timesheet
| |
| ${week\_of} | Week of date |
| Company Info (available to all templates)
| |
| ${company\_from\_email} | Company *from* email |
| ${company\_name} | Company name |
| ${company\_legal\_name} | Company legal name |
| ${company\_address1} | Company address line 1 |
| ${company\_address2} | Company address line 2 |
| ${company\_county} | Company address county |
| ${company\_town\_city} | Company address town/city |
| ${company\_zip\_code} | Company address zip/post code |
| ${company\_state} | Company address state |
| ${company\_country} | Company address country |
| ${company\_fax} | Company address fax |
| ${company\_phone} | Company phone number |
| ${company\_email} | Company email |
| ${company\_web} | Company website |
| ${company\_number} | Company number |
| Personal (Logged in Worker) Info (available to all templates)
| |
| ${personal\_email} | Logged in Worker email |
| ${personal\_first\_name} | Logged in Worker first name |
| ${personal\_last\_name} | Logged in Worker last name |
| ${personal\_job\_title} | Logged in job title |
| ${personal\_office\_tel} | Logged in Worker office telephone |
| ${personal\_mobile} | Logged in Worker mobile number |
| ${personal\_office} | Logged in Worker office name |
| ${personal\_team} | Logged in Worker team name |
${@partnerRef} for ‘customer ref’ on docs
${@fieldname} - for any field on doc (found by looking at the source)
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