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Text Substitutions for E-Mails

KashFlow supports dynamic text substitutions in both the E-Mail body (message) and on within the Invoice PDF via the Footer and Additional Text fields. The phrase “dynamic” in this instance means that when the E-Mail or Invoice, is generated, it will then pull the current and appropriate information in regards to the Customer and Invoice it is regarding.

Text Substitutions

This is the full list of text substitutions and the information they generate.

  • [PERMALINK] – A permanent link that can be used to access this Invoice on the web– can only be used in E-Mails.
  • [PAYMENTTERMS] – The number of days you have entered as the Payment Terms for the Customer.
  • [INVNUM] – The Invoice (or estimate) Number.
  • [INVDUE] – The due date as specified by the Invoice.
  • [NAME] – The Name of the Customer or Supplier.
  • [CUSTCODE] – The Code for the Customer or Supplier.
  • [CUSTREF] -The Code for the Purchase Order or Quote Reference.
  • [CONTACT] – The Contact Name for the Customer.
  • [TITLE] – The Title of the Customer or Supplier– can only be used in E-Mails.
  • [FIRSTNAME] – The First Name of the Customer or Supplier– can only be used in E-Mails.
  • [LASTNAME] – The Last Name of the Customer or Supplier– can only be used in E-Mails.
  • [TOTAL] – The Total the Invoice or Quote (including any applicable VAT).
  • [COMPANY] – The name of the Customer or Supplier’s Company.
  • [TEL] – The Telephone number for the Customer or Supplier.
  • [FAX] – The Fax number for the Customer or Supplier.
  • [MOBILE] or [CELL] – The Mobile number for the Customer or Supplier
  • [PAYONLINE] – This will provide the payment link if you have the PayOnline feature enabled (Settings > Invoice Options > Payments and Discounts)

Example

An E-Mail with these text substitutions:

Dear [NAME],

Please find attached your invoice for [TOTALDUE]. Please pay this by [INVDUE] as per our standard payment terms of [PAYMENTTERMS] days. If you need to get in touch with us regarding this invoice, please use the reference [INVNUM].

Thank you for your patronage.

Will become:

Dear Chefs Dad,

Please find attached your invoice for £3.50. Please pay this by 21/04/1999 as per our standard payment terms of 7 days. If you need to get in touch with us regarding this invoice, please use the reference 303.

Thank you for your patronage.

 

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