Content for Invoices allows you to add custom text and messages to specific fields in this area. This article lists the available fields, where they display within the system, and how to edit the information associated with each field.
Default content is the last bullet point on the relevant content names that have default content. The merge fields are within the curly { } brackets. Text within the square [ ] brackets is plain text, not merge fields. Additional merge fields are listed below the content block after you click [edit].
- Navigate to the Invoices page and click Content in the left-side menu to access content for invoices.
Invoices Content
Invoice_email_body
- This content displays within the body of invoice emails.
- Default content:
Hello {{customer.name}},Please take a moment to review the attached invoice.
Thank You,
{{site.name}}
Merge Fields
{{amount}}
{{amount_paid}}
{{balance}}
{{closed}}
{{closed_ts}}
{{created_ts}}
{{customer.address}}
{{customer.address2}}
{{customer.city}}
{{customer.commercial}}
{{customer.company}}
{{customer.email}}
{{customer.name}}
{{customer.person}}
{{customer.profile_id}}
{{customer.state}}
{{customer.zipcode}}
{{customer_address}}
{{customer_email}}
{{customer_id}}
{{customer_name}}
{{due_date}}
{{employee_id}}
{{employee_name}}
{{from_donation}}
{{funit_id}}
{{funit_name}}
{{historical}}
{{invoice_date}}
{{invoice_id}}
{{invoice_status}}
{{#foreach items}}
{{account_id}}
{{account_name}}
{{description}}
{{event_date_id}}
{{event_date_name}}
{{invoice_id}}
{{item_type}}
{{note}}
{{order_id}}
{{order_item_id}}
{{qty}}
{{total_cost}}
{{total_price}}
{{unit_cost}}
{{unit_price}}
{{unit_price_round}}
{{/foreach items}}
{{loan_id}}
{{order_id}}
{{order_type}}
{{sent_ts}}
{{site.address}}
{{site.address2}}
{{site.city}}
{{site.name}}
{{site.phone}}
{{site.state}}
{{site.zipcode}}
{{site_address}}
{{today_nice_date}}