Snippet codes or mail merge type fields are available to be used within email subject lines or the body of emails for manual or automated emails.
Snippet codes can be used with Customer data fields, User data fields and some Invoice level fields when creating a tagged invoice activity.
Click here for a complete listing of the Customer and User snippet codes
Tagged invoice snippet codes:
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{TranID} Transaction or invoice ID, multiples will be listed and separated by a comma
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{TranNo] Transaction or Invoice Number (only includes characters up to the first dash '-', multiples will be listed and separated by a comma
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{TaggedInvcTotal} Tagged Invoice Total, sum of all tagged invoice amounts
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{TranCurrID} Transaction currency ID, if multiple currency, all will be listed separated by a comma
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{TaggedHCInvcTotal} Tagged Invoice Total Home Currency, sum of all tagged invoices in home currency
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{TaggedInvcBalance} Tagged Invoice Balance, sum of outstanding balance for all tagged invoices
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{TaggedHCInvcBalance} Tagged Invoice Balance Home Currency, sum of outstanding balance for all tagged invoices in home currency
To use the invoice snippet codes listed above, you must create a tagged invoice activity.
This activity can be created manually by selecting or 'tagging' the invoices within the activity on the transaction tab:
A tagged invoice activity is created automatically from sequencing or credit class processing by using an invoice level step to select and tag invoices: