Email Template - Customer Statement - Placeholders

1

Hi

I am struggling to ad placeholders to my customer statement email template?

I have looked at the following help pages and also several other pages:

However, it seems that the placeholders only work on the Sales Invoice and not on the Customer Statements?

The fields I have tested so far on Customer Statements:
{{recipient.name}}
{{ recipient.name }}
{CustomerName}
{statement.date}
{CustomerName}

As the Customer Statement help page mentions the following without stipulating the placeholders:
You can customize both the subject line and message body of the email. The template supports placeholders that will be automatically replaced with actual values when sending the email.

Common placeholders include customer name, statement date, and business details. These placeholders ensure each email is personalized with the correct information.

Any help would be appreciated?

2

I have now done some more testing and the only placeholder that works is the {{reference}} placeholder in the sales invoice email template.

None of these or other recommended placeholders work, with single, double brackets or spaces between brackets or not. None of these work as per the help guide:
{CustomerName}, {InvoiceNumber}, {TotalAmount}, and {DueDate}
{BusinessName}, {InvoiceNumber}, and {CustomerName}

And none of these work as per other discussions:
{recipient.name}}
{{ recipient.name }}

Can anyone confirm that they are getting it to work on email templates for sales invoices and customer statements?

1 Like
3

following up. Mine was working before, just discovered not to be working today after i test email myself.

4

Has anyone got this solved?