Email templates

Email templates - need to know

Search Variables? Use Ctrl-F and the field name to quickly locate and review the syntax.

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


Free Text


A variable i.e. ${company_from_email}

Reply To

A variable i.e. ${company_from_email}


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 nameDescription

Customers and Suppliers


Main contact title


Main contact first name


Main contact last name


Login ID for customer portal


Login password for customer portal


The account balance



Main contact first name


Main contact last name

Customer/Supplier Payment


The amount paid


The payment date


Invoice # and amount paid for each invoice

Documents (Sales Orders/Invoices/Bills etc)


Customer/Supplier title


Customer/Supplier full name


Customer/Supplier first name


Customer/Supplier last name


Due date


Issue date


Required data






Ref #

Customer Statement


Customer/Supplier title


Customer/Supplier first name


Customer/Supplier last name






Week of date

Company Info (available to all templates)


Company from email


Company name


Company legal name


Company address line 1


Company address line 2


Company address county


Company address town/city


Company address zip/post code


Company address state


Company address country


Company address fax


Company phone number


Company email


Company website


Company number

Personal (Logged in Worker) Info (available to all templates)


Logged in Worker email


Logged in Worker first name


Logged in Worker last name


Logged in job title


Logged in Worker office telephone


Logged in Worker mobile number


Logged in Worker office name


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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