Merge fields for email templates

You can use merge fields in your email templates to populate your emails with dynamic data from Intacct. Merge fields take account and transaction information from Intacct and add it directly to your email when the email is sent.

For example, you can pull in the transaction total and document ID of an invoice, or you can add the Bill-to contact from a contract. Merge fields offer the flexibility to create and customize professional email templates that are easy to edit and update for your sales documents and contract renewals.

To use email templates in Accounts Receivable, Contracts, Order Entry, Purchasing, or Construction requires a subscription to that application. Set email template permissions in the Company application.

From the Email templates list, you can add a new email template, or edit, view, or delete an existing email template.

Subscription

Company

Regional availability

All regions

User type

Business
Permissions

Email templates: List, View, Add, Edit

View an email template

  1. Go to Company > Setup > Settings > Email templates.

  2. Find the email template that you want to view.

  3. Select More actions > View at the end of the row.

  1. Go to Company > Setup > Settings > Email templates.

  2. Find the email template that you want to view and select View.

Add a merge field to an email template

  1. Go to Company > Setup > Settings > Email templates.

  2. Find the email template that you want to add a merge field to.

  3. Select Edit at the end of the row.

  4. Find the merge field that you want in one of the tables below.

  5. Highlight and copy the merge field you want completely.

    For example, if you want the merge field for your company name, highlight all of {!COMPANY.NAME!}.

  6. Paste the highlighted merge field directly into your email template.

  7. Select Save.

  1. Go to Company > Setup > Settings > Email templates.

  2. Find the email template that you want to add a merge field to and select Edit.
  3. Find the merge field that you want in one of the tables below.

  4. Highlight the merge field that you want completely.

    For example, if you want the merge field for your company name, highlight all of {!COMPANY.NAME!}.

  5. Copy and paste the highlighted merge field directly into your email template.

  6. Select Save.

Merge field tables

The merge fields in the following tables can be used for your sales documents in Order Entry (which includes invoices generated from Contracts or Projects), Purchasing, and contract renewals in Contracts.

If you want to search for a specific term, select above the table of contents on this page to expand all the sections before your search.

Company information merge fields can be used in both sales documents and contract emails. However, sales document and contract renewal merge fields are specific to those templates and cannot be used elsewhere.

Your company information

The following merge fields can be used to reference your company in your email templates for both sales document and contract renewal email templates.

Field label Merge field

Company name

{!COMPANY.NAME!}

Company title

{!COMPANY.TITLE!}

Date

{!COMPANY.CREATED!}

Address line 1

{!COMPANY.ADDRESS1!}

Address line 2

{!COMPANY.ADDRESS2!}

City

{!COMPANY.CITY!}

State or territory

{!COMPANY.STATE!}

ZIP or post code

{!COMPANY.ZIPCODE!}

Country

{!COMPANY.COUNTRY!}

Country code

{!COMPANY.COUNTRYCODE!}

Administrative contact user

{!COMPANY.ADMIN_USER_KEY!}

Primary contact name

{!COMPANY.CONTACTNAME!}

Email

{!COMPANY.CONTACTEMAIL!}

Phone

{!COMPANY.CONTACTPHONE!}

Fax

{!COMPANY.FAX!}

Intacct billing

{!COMPANY.IA_BILLING!}

Field label Merge field

Legal company name

{!COMPANY.LEGALNAME!}

Legal address line 1

{!COMPANY.LEGALADDRESS1!}

Legal address line 2

{!COMPANY.LEGALADDRESS2!}

Legal city

{!COMPANY.LEGALCITY!}

Legal state or territory

{!COMPANY.LEGALSTATE!}

Legal ZIP or post code

{!COMPANY.LEGALZIPCODE!}

Legal country

{!COMPANY.LEGALCOUNTRY!}

Legal country code

{!COMPANY.LEGALCOUNTRYCODE!}

Accounts Receivable invoices

Field label Merge field

Ship-to: company name

{!ARINVOICE.SHIPTO.COMPANYNAME!}

Ship-to: contact name

{!ARINVOICE.SHIPTO.CONTACTNAME!}

Ship-to: print as

{!ARINVOICE.SHIPTO.PRINTAS!}

Ship-to: prefix

{!ARINVOICE.SHIPTO.PREFIX!}

Ship-to: first name

{!ARINVOICE.SHIPTO.FIRSTNAME!}

Ship-to: last name (family name)

{!ARINVOICE.SHIPTO.LASTNAME!}

Ship-to: address line 1

{!ARINVOICE.SHIPTO.MAILADDRESS.ADDRESS1!}

Ship-to: address line 2

{!ARINVOICE.SHIPTO.MAILADDRESS.ADDRESS2!}

Ship-to: city

{!ARINVOICE.SHIPTO.MAILADDRESS.CITY!}

Ship-to: state or territory

{!ARINVOICE.SHIPTO.MAILADDRESS.STATE!}

Ship-to: ZIP or post code

{!ARINVOICE.SHIPTO.MAILADDRESS.ZIP!}

Ship-to: country

{!ARINVOICE.SHIPTO.MAILADDRESS.COUNTRY!}

Ship-to: country code

{!ARINVOICE.SHIPTO.MAILADDRESS.COUNTRYCODE!}

Ship-to: email 1

{!ARINVOICE.SHIPTO.EMAIL1!}

Ship-to: email 2

{!ARINVOICE.SHIPTO.EMAIL2!}

Ship-to: phone 1

{!ARINVOICE.SHIPTO.PHONE1!}

Ship-to: phone 2

{!ARINVOICE.SHIPTO.PHONE2!}

Ship-to: mobile phone

{!ARINVOICE.SHIPTO.CELLPHONE!}

Ship-to: fax

{!ARINVOICE.SHIPTO.FAX!}

Ship-to: URL 1

{!ARINVOICE.SHIPTO.URL1!}

Ship-to: URL 2

{!ARINVOICE.SHIPTO.URL2!}

Field label Merge field

Bill-to: company name

{!ARINVOICE.BILLTO.COMPANYNAME!}

Bill-to: contact name

{!ARINVOICE.BILLTO.CONTACTNAME!}

Bill-to: print as

{!ARINVOICE.BILLTO.PRINTAS!}

Bill-to: prefix

{!ARINVOICE.BILLTO.PREFIX!}

Bill-to: first name

{!ARINVOICE.BILLTO.FIRSTNAME!}

Bill-to: last name (family name)

{!ARINVOICE.BILLTO.LASTNAME!}

Bill-to: address line 1

{!ARINVOICE.BILLTO.MAILADDRESS.ADDRESS1!}

Bill-to: address line 2

{!ARINVOICE.BILLTO.MAILADDRESS.ADDRESS2!}

Bill-to: city

{!ARINVOICE.BILLTO.MAILADDRESS.CITY!}

Bill-to: state or territory

{!ARINVOICE.BILLTO.MAILADDRESS.STATE!}

Bill-to: ZIP or post code

{!ARINVOICE.BILLTO.MAILADDRESS.ZIP!}

Bill-to: country

{!ARINVOICE.BILLTO.MAILADDRESS.COUNTRY!}

Bill-to: country code

{!ARINVOICE.BILLTO.MAILADDRESS.COUNTRYCODE!}

Bill-to: email 1

{!ARINVOICE.BILLTO.EMAIL1!}

Bill-to: email 2

{!ARINVOICE.BILLTO.EMAIL2!}

Bill-to: phone 1

{!ARINVOICE.BILLTO.PHONE1!}

Bill-to: phone 2

{!ARINVOICE.BILLTO.PHONE2!}

Bill-to: mobile phone

{!ARINVOICE.BILLTO.CELLPHONE!}

Bill-to: fax

{!ARINVOICE.BILLTO.FAX!}

Bill-to: URL 1

{!ARINVOICE.BILLTO.URL1!}

Bill-to: URL 2

{!ARINVOICE.BILLTO.URL2!}

Field label Merge field

Record number

{!ARINVOICE.RECORDNO!}

Record type

{!ARINVOICE.RECORDTYPE!}

Invoice number

{!ARINVOICE.RECORDID!}

State

{!ARINVOICE.STATE!}

Customer entity

{!ARINVOICE.CUSTENTITY!}

Customer ID

{!ARINVOICE.CUSTOMERID!}

Reference number

{!ARINVOICE.DOCNUMBER!}

Description

{!ARINVOICE.DESCRIPTION!}

Document ID

{!ARINVOICE.DESCRIPTION2!}

Term key

{!ARINVOICE.TERMKEY!}

Date

{!ARINVOICE.WHENCREATED!}

GL posting date

{!ARINVOICE.WHENPOSTED!}

Due date

{!ARINVOICE.WHENDUE!}

Transaction currency

{!ARINVOICE.CURRENCY!}

Exchange rate date

{!ARINVOICE.EXCH_RATE_DATE!}

Total amount (in Base currency)

{!ARINVOICE.TOTALENTERED!}

Total paid

{!ARINVOICE.TOTALPAID!}

Total due

{!ARINVOICE.TOTALDUE!}

Total transaction amount (in Txn currency)

{!ARINVOICE.TRX_TOTALENTERED!}

Total transaction amount paid

{!ARINVOICE.TRX_TOTALPAID!}

Total transaction amount due

{!ARINVOICE.TRX_TOTALDUE!}

Accounts Receivable statements and dunning notices

Field label Merge field

Record number

{!CUSTOMER.RECORDNO!}

Customer ID

{!CUSTOMER.CUSTOMERID!}

Customer name

{!CUSTOMER.NAME!}

Territory name

{!CUSTOMER.TERRITORYNAME!}

Accept email invoices

{!CUSTOMER.EMAILOPTIN!}

Customer contact name

{!CUSTOMER.DISPLAYCONTACT.CONTACTNAME!}

Company name

{!CUSTOMER.DISPLAYCONTACT.COMPANYNAME!}

Prefix

{!CUSTOMER.DISPLAYCONTACT.PREFIX!}

Fist name

{!CUSTOMER.DISPLAYCONTACT.FIRSTNAME!}

Last name (Family name)

{!CUSTOMER.DISPLAYCONTACT.LASTNAME!}

Middle name

{!CUSTOMER.DISPLAYCONTACT.INITIAL!}

Print as

{!CUSTOMER.DISPLAYCONTACT.PRINTAS!}

Taxable

{!CUSTOMER.DISPLAYCONTACT.TAXABLE!}

Tax group

{!CUSTOMER.DISPLAYCONTACT.TAXGROUP!}

Tax ID

{!CUSTOMER.DISPLAYCONTACT.TAXID!}

Phone number

{!CUSTOMER.DISPLAYCONTACT.PHONE1!}

Phone 2

{!CUSTOMER.DISPLAYCONTACT.PHONE2!}

Mobile phone

{!CUSTOMER.DISPLAYCONTACT.CELLPHONE!}

Pager

{!CUSTOMER.DISPLAYCONTACT.PAGER!}

Fax

{!CUSTOMER.DISPLAYCONTACT.FAX!}

Email address

{!CUSTOMER.DISPLAYCONTACT.EMAIL1!}

Secondary email address

{!CUSTOMER.DISPLAYCONTACT.EMAIL2!}

URL

{!CUSTOMER.DISPLAYCONTACT.URL1!}

URL 2

{!CUSTOMER.DISPLAYCONTACT.URL2!}

Visible

{!CUSTOMER.DISPLAYCONTACT.VISIBLE!}

Address line 1

{!CUSTOMER.DISPLAYCONTACT.MAILADDRESS.ADDRESS1!}

Address line 2

{!CUSTOMER.DISPLAYCONTACT.MAILADDRESS.ADDRESS2!}

City

{!CUSTOMER.DISPLAYCONTACT.MAILADDRESS.CITY!}

State or territory

{!CUSTOMER.DISPLAYCONTACT.MAILADDRESS.STATE!}

ZIP or postal code

{!CUSTOMER.DISPLAYCONTACT.MAILADDRESS.ZIP!}

Country

{!CUSTOMER.DISPLAYCONTACT.MAILADDRESS.COUNTRY!}

Country code

{!CUSTOMER.DISPLAYCONTACT.MAILADDRESS.COUNTRYCODE!}

Latitude

{!CUSTOMER.DISPLAYCONTACT.MAILADDRESS.LATITUDE!}

Longitude

{!CUSTOMER.DISPLAYCONTACT.MAILADDRESS.LONGITUDE!}

Status

{!CUSTOMER.DISPLAYCONTACT.STATUS!}

Total due

{!CUSTOMER.TOTALDUE!}

Total due (in txn currency)

{!CUSTOMER.TRX_TOTALDUE!}

Last statement date

{!CUSTOMER.LAST_STATEMENTDATE!}

Delivery options

{!CUSTOMER.DELIVERY_OPTIONS!}

Field label Merge field

Bill-to: company name

{!CUSTOMER.BILLTO.COMPANYNAME!}

Bill-to: contact name

{!CUSTOMER.BILLTO.CONTACTNAME!}

Bill-to: print as

{!CUSTOMER.BILLTO.PRINTAS!}

Bill-to: prefix

{!CUSTOMER.BILLTO.PREFIX!}

Bill-to: first name

{!CUSTOMER.BILLTO.FIRSTNAME!}

Bill-to: last name (family name)

{!CUSTOMER.BILLTO.LASTNAME!}

Bill-to: middle name

{!CUSTOMER.BILLTO.INITIAL!}

Bill-to: address line 1

{!CUSTOMER.BILLTO.MAILADDRESS.ADDRESS1!}

Bill-to: address line 2

{!CUSTOMER.BILLTO.MAILADDRESS.ADDRESS2!}

Bill-to: city

{!CUSTOMER.BILLTO.MAILADDRESS.CITY!}

Bill-to: state or territory

{!CUSTOMER.BILLTO.MAILADDRESS.STATE!}

Bill-to: ZIP or post code

{!CUSTOMER.BILLTO.MAILADDRESS.ZIP!}

Bill-to: country

{!CUSTOMER.BILLTO.MAILADDRESS.COUNTRY!}

Bill-to: country code

{!CUSTOMER.BILLTO.MAILADDRESS.COUNTRYCODE!}

Bill-to: taxable

{!CUSTOMER.BILLTO.TAXABLE!}

Bill-to: tax group

{!CUSTOMER.BILLTO.TAXGROUP!}

Bill-to: email 1

{!CUSTOMER.BILLTO.EMAIL1!}

Bill-to: email 2

{!CUSTOMER.BILLTO.EMAIL2!}

Bill-to: phone 1

{!CUSTOMER.BILLTO.PHONE1!}

Bill-to: phone 2

{!CUSTOMER.BILLTO.PHONE2!}

Bill-to: mobile phone

{!CUSTOMER.BILLTO.CELLPHONE!}

Bill-to: pager

{!CUSTOMER.BILLTO.PAGER!}

Bill-to: fax

{!CUSTOMER.BILLTO.FAX!}

Bill-to: URL 1

{!CUSTOMER.BILLTO.URL1!}

Bill-to: URL 2

{!CUSTOMER.BILLTO.URL2!}

Bill-to: visible

{!CUSTOMER.BILLTO.VISIBLE!}

Sales documents

The following merge fields can only be used to reference customer and transaction information for Order Entry sales transactions, including invoices generated from Contracts or Projects.

Field label Merge field

Contact: company name

{!SODOCUMENT.CONTACT.COMPANYNAME!}

Contact: contact name

{!SODOCUMENT.CONTACT.CONTACTNAME!}

Contact: print as

{!SODOCUMENT.CONTACT.PRINTAS!}

Contact: prefix

{!SODOCUMENT.CONTACT.PREFIX!}

Contact: first name

{!SODOCUMENT.CONTACT.FIRSTNAME!}

Contact: last name (family name)

{!SODOCUMENT.CONTACT.LASTNAME!}

Contact: address line 1

{!SODOCUMENT.CONTACT.MAILADDRESS.ADDRESS1!}

Contact: address line 2

{!SODOCUMENT.CONTACT.MAILADDRESS.ADDRESS2!}

Contact: city

{!SODOCUMENT.CONTACT.MAILADDRESS.CITY!}

Contact: state or territory

{!SODOCUMENT.CONTACT.MAILADDRESS.STATE!}

Contact: ZIP or post code

{!SODOCUMENT.CONTACT.MAILADDRESS.ZIP!}

Contact: country

{!SODOCUMENT.CONTACT.MAILADDRESS.COUNTRY!}

Contact: country code

{!SODOCUMENT.CONTACT.MAILADDRESS.COUNTRYCODE!}

Contact: email 1

{!SODOCUMENT.CONTACT.EMAIL1!}

Contact: email 2

{!SODOCUMENT.CONTACT.EMAIL2!}

Contact: phone 1

{!SODOCUMENT.CONTACT.PHONE1!}

Contact: phone 2

{!SODOCUMENT.CONTACT.PHONE2!}

Contact: mobile phone

{!SODOCUMENT.CONTACT.CELLPHONE!}

Contact: fax

{!SODOCUMENT.CONTACT.FAX!}

Contact: URL 1

{!SODOCUMENT.CONTACT.URL1!}

Contact: URL 2

{!SODOCUMENT.CONTACT.URL2!}

Field label Merge field

Ship-to: company name

{!SODOCUMENT.SHIPTO.COMPANYNAME!}

Ship-to: contact name

{!SODOCUMENT.SHIPTO.CONTACTNAME!}

Ship-to: print as

{!SODOCUMENT.SHIPTO.PRINTAS!}

Ship-to: prefix

{!SODOCUMENT.SHIPTO.PREFIX!}

Ship-to: first name

{!SODOCUMENT.SHIPTO.FIRSTNAME!}

Ship-to: last name (family name)

{!SODOCUMENT.SHIPTO.LASTNAME!}

Ship-to: address line 1

{!SODOCUMENT.SHIPTO.MAILADDRESS.ADDRESS1!}

Ship-to: address line 2

{!SODOCUMENT.SHIPTO.MAILADDRESS.ADDRESS2!}

Ship-to: city

{!SODOCUMENT.SHIPTO.MAILADDRESS.CITY!}

Ship-to: state or territory

{!SODOCUMENT.SHIPTO.MAILADDRESS.STATE!}

Ship-to: ZIP or post code

{!SODOCUMENT.SHIPTO.MAILADDRESS.ZIP!}

Ship-to: country

{!SODOCUMENT.SHIPTO.MAILADDRESS.COUNTRY!}

Ship-to: country code

{!SODOCUMENT.SHIPTO.MAILADDRESS.COUNTRYCODE!}

Ship-to: email 1

{!SODOCUMENT.SHIPTO.EMAIL1!}

Ship-to: email 2

{!SODOCUMENT.SHIPTO.EMAIL2!}

Ship-to: phone 1

{!SODOCUMENT.SHIPTO.PHONE1!}

Ship-to: phone 2

{!SODOCUMENT.SHIPTO.PHONE2!}

Ship-to: mobile phone

{!SODOCUMENT.SHIPTO.CELLPHONE!}

Ship-to: fax

{!SODOCUMENT.SHIPTO.FAX!}

Ship-to: URL 1

{!SODOCUMENT.SHIPTO.URL1!}

Ship-to: URL 2

{!SODOCUMENT.SHIPTO.URL2!}

Field label Merge field

Bill-to: company name

{!SODOCUMENT.BILLTO.COMPANYNAME!}

Bill-to: contact name

{!SODOCUMENT.BILLTO.CONTACTNAME!}

Bill-to: print as

{!SODOCUMENT.BILLTO.PRINTAS!}

Bill-to: prefix

{!SODOCUMENT.BILLTO.PREFIX!}

Bill-to: first name

{!SODOCUMENT.BILLTO.FIRSTNAME!}

Bill-to: last name (family name)

{!SODOCUMENT.BILLTO.LASTNAME!}

Bill-to: address line 1

{!SODOCUMENT.BILLTO.MAILADDRESS.ADDRESS1!}

Bill-to: address line 2

{!SODOCUMENT.BILLTO.MAILADDRESS.ADDRESS2!}

Bill-to: city

{!SODOCUMENT.BILLTO.MAILADDRESS.CITY!}

Bill-to: state or territory

{!SODOCUMENT.BILLTO.MAILADDRESS.STATE!}

Bill-to: ZIP or post code

{!SODOCUMENT.BILLTO.MAILADDRESS.ZIP!}

Bill-to: country

{!SODOCUMENT.BILLTO.MAILADDRESS.COUNTRY!}

Bill-to: country code

{!SODOCUMENT.BILLTO.MAILADDRESS.COUNTRYCODE!}

Bill-to: email 1

{!SODOCUMENT.BILLTO.EMAIL1!}

Bill-to: email 2

{!SODOCUMENT.BILLTO.EMAIL2!}

Bill-to: phone 1

{!SODOCUMENT.BILLTO.PHONE1!}

Bill-to: phone 2

{!SODOCUMENT.BILLTO.PHONE2!}

Bill-to: mobile phone

{!SODOCUMENT.BILLTO.CELLPHONE!}

Bill-to: fax

{!SODOCUMENT.BILLTO.FAX!}

Bill-to: URL 1

{!SODOCUMENT.BILLTO.URL1!}

Bill-to: URL 2

{!SODOCUMENT.BILLTO.URL2!}

Field label Merge field

Document number

{!SODOCUMENT.DOCNO!}

Document ID

{!SODOCUMENT.DOCID!}

Record number

{!SODOCUMENT.RECORDNO!}

Reference number

{!SODOCUMENT.PONUMBER!}

Customer ID

{!SODOCUMENT.CUSTVENDID!}

Customer name

{!SODOCUMENT.CUSTVENDNAME!}

Date due

{!SODOCUMENT.WHENDUE!}

Original invoice date

{!SODOCUMENT.ORIGDOCDATE!}

Status

{!SODOCUMENT.STATUS!}

Payment terms

{!SODOCUMENT.TERM.NAME!}

Note

{!SODOCUMENT.NOTE!}

Shipping method

{!SODOCUMENT.SHIPVIA!}

Field label Merge field

Contract ID

{!SODOCUMENT.CONTRACTID!}

Contract description

{!SODOCUMENT.CONTRACTDESC!}

Sales contract

{!SODOCUMENT.SALESCONTRACT!}

Project key

{!SODOCUMENT.PROJECTKEY!}

Project name

{!SODOCUMENT.PROJECTNAME!}

Message

{!SODOCUMENT.MESSAGE!}

Exchange rate

{!SODOCUMENT.EXCHRATE!}

Exchange rate date

{!SODOCUMENT.EXCHRATEDATE!}

Exchange rate type

{!SODOCUMENT.EXCHRATETYPES.NAME!}

Base currency

{!SODOCUMENT.BASECURR!}

Transaction currency

{!SODOCUMENT.CURRENCY!}

Fair value price list

{!SODOCUMENT.VSOEPRICELIST!}

Field label Merge field

Subtotal

{!SODOCUMENT.SUBTOTAL!}

Total (in Base currency)

{!SODOCUMENT.TOTAL!}

Transaction subtotal

{!SODOCUMENT.TRX_SUBTOTAL!}

Transaction total (in Txn currency)

{!SODOCUMENT.TRX_TOTAL!}

Total paid

{!SODOCUMENT.TRX_TOTALPAID!}

Base total paid

{!SODOCUMENT.TOTALPAID!}

Invoice amount

{!SODOCUMENT.TRX_TOTALENTERED!}

Base invoice amount

{!SODOCUMENT.TOTALENTERED!}

Amount due

{!SODOCUMENT.TRX_TOTALDUE!}

Base amount due

{!SODOCUMENT.TOTALDUE!}

Contract renewals

The following merge fields can only be used for renewal notification email templates defined in your contract renewal templates. The merge fields pull data from the child renewal contract, except where indicated.

Field label Merge field

Customer name

{!CONTRACT.CUSTOMERNAME!}

Customer ID

{!CONTRACT.CUSTOMERID!}

Customer email 1

{!CONTRACT.DISPLAYCONTACT.EMAIL1!}

Customer email 2

{!CONTRACT.DISPLAYCONTACT.EMAIL2!}

Bill-to: contact name

{!CONTRACT.BILLTOCONTACTNAME!}

Bill-to: email 1

{!CONTRACT.BILLTO.EMAIL1!}

Bill-to: email 2

{!CONTRACT.BILLTO.EMAIL2!}

Ship-to: contact name

{!CONTRACT.SHIPTOCONTACTNAME!}

Ship-to: email 1

{!CONTRACT.SHIPTO.EMAIL1!}

Ship-to: email 2

{!CONTRACT.SHIPTO.EMAIL2!}

Field label Merge field

Original contract (first contract in renewal series)

{!CONTRACT.PARENTID!}

Contract name

{!CONTRACT.NAME!}

Contract ID (for child contract)

{!CONTRACT.CONTRACTID!}

Description

{!CONTRACT.DESCRIPTION!}

Start date (for child contract)

{!CONTRACT.BEGINDATE!}

End date (for child contract)

{!CONTRACT.ENDDATE!}

Field label Merge field

Term

{!CONTRACT.TERMNAME!}

Billing frequency

{!CONTRACT.BILLINGFREQUENCY!}

Renewal source (for immediate parent)

{!CONTRACT.RENEWEDCONTRACTID!}

Renewal term length

{!CONTRACT.RENEWTERMLENGTH!}

Renewal term period

{!CONTRACT.RENEWTERMPERIOD!}

Base currency

{!CONTRACT.BASECURR!}

Transaction currency

{!CONTRACT.CURRENCY!}

Billing price list

{!CONTRACT.PRCLIST!}

Fair value price list

{!CONTRACT.MEAPRCLIST!}

Exchange rate type

{!CONTRACT.EXCHRATETYPE!}

Number of contract lines

{!CONTRACT.NUMOFCONTRACTLINES!}

Total amount of the contract

{!CONTRACT.TOTALFLATAMOUNT!}

Renewal source end date (for immediate parent)

{!CONTRACT.RENEWEDCONTRACTENDDATE!}

Bill in advance

{!CONTRACT.ADVBILLBY!}

Bill in advance term

{!CONTRACT.ADVBILLBYTYPE!}

Bill in advance for renewal

{!CONTRACT.RENEWALADVBILLBY!}

Bill in advance term for renewal

{!CONTRACT.RENEWALADVBILLBYTYPE!}

Purchasing documents

The following merge fields can only be used to reference vendor and transaction information for Purchasing transactions.

Field label Merge field

Contact: company name

{!PODOCUMENT.CONTACT.COMPANYNAME!}

Contact: contact name

{!PODOCUMENT.CONTACT.CONTACTNAME!}

Contact: print as

{!PODOCUMENT.CONTACT.PRINTAS!}

Contact: prefix

{!PODOCUMENT.CONTACT.PREFIX!}

Contact: first name

{!PODOCUMENT.CONTACT.FIRSTNAME!}

Contact: last name (family name)

{!PODOCUMENT.CONTACT.LASTNAME!}

Contact: address line 1

{!PODOCUMENT.CONTACT.MAILADDRESS.ADDRESS1!}

Contact: address line 2

{!PODOCUMENT.CONTACT.MAILADDRESS.ADDRESS2!}

Contact: city

{!PODOCUMENT.CONTACT.MAILADDRESS.CITY!}

Contact: state or territory

{!PODOCUMENT.CONTACT.MAILADDRESS.STATE!}

Contact: ZIP or post code

{!PODOCUMENT.CONTACT.MAILADDRESS.ZIP!}

Contact: country

{!PODOCUMENT.CONTACT.MAILADDRESS.COUNTRY!}

Contact: country code

{!PODOCUMENT.CONTACT.MAILADDRESS.COUNTRYCODE!}

Contact: email 1

{!PODOCUMENT.CONTACT.EMAIL1!}

Contact: email 2

{!PODOCUMENT.CONTACT.EMAIL2!}

Contact: phone 1

{!PODOCUMENT.CONTACT.PHONE1!}

Contact: phone 2

{!PODOCUMENT.CONTACT.PHONE2!}

Contact: mobile phone

{!PODOCUMENT.CONTACT.CELLPHONE!}

Contact: fax

{!PODOCUMENT.CONTACT.FAX!}

Contact: URL 1

{!PODOCUMENT.CONTACT.URL1!}

Contact: URL 2

{!PODOCUMENT.CONTACT.URL2!}

Field label Merge field

Bill-to: contact name

{!PODOCUMENT.BILLTO.CONTACTNAME!}

Bill-to: print as

{!PODOCUMENT.BILLTO.PRINTAS!}

Bill-to: prefix

{!PODOCUMENT.BILLTO.PREFIX!}

Bill-to: first name

{!PODOCUMENT.BILLTO.FIRSTNAME!}

Bill-to: last name (family name)

{!PODOCUMENT.BILLTO.LASTNAME!}

Bill-to: address line 1

{!PODOCUMENT.BILLTO.MAILADDRESS.ADDRESS1!}

Bill-to: address line 2

{!PODOCUMENT.BILLTO.MAILADDRESS.ADDRESS2!}

Bill-to: city

{!PODOCUMENT.BILLTO.MAILADDRESS.CITY!}

Bill-to: state or territory

{!PODOCUMENT.BILLTO.MAILADDRESS.STATE!}

Bill-to: ZIP or post code

{!PODOCUMENT.BILLTO.MAILADDRESS.ZIP!}

Bill-to: country

{!PODOCUMENT.BILLTO.MAILADDRESS.COUNTRY!}

Bill-to: country code

{!PODOCUMENT.BILLTO.MAILADDRESS.COUNTRYCODE!}

Bill-to: email 1

{!PODOCUMENT.BILLTO.EMAIL1!}

Bill-to: email 2

{!PODOCUMENT.BILLTO.EMAIL2!}

Bill-to: phone 1

{!PODOCUMENT.BILLTO.PHONE1!}

Bill-to: phone 2

{!PODOCUMENT.BILLTO.PHONE2!}

Bill-to: mobile phone

{!PODOCUMENT.BILLTO.CELLPHONE!}

Bill-to: fax

{!PODOCUMENT.BILLTO.FAX!}

Bill-to: URL 1

{!PODOCUMENT.BILLTO.URL1!}

Bill-to: URL 2

{!PODOCUMENT.BILLTO.URL2!}

Field label Merge field

Ship-to: company name

{!PODOCUMENT.SHIPTO.COMPANYNAME!}

Ship-to: contact name

{!PODOCUMENT.SHIPTO.CONTACTNAME!}

Ship-to: print as

{!PODOCUMENT.SHIPTO.PRINTAS!}

Ship-to: prefix

{!PODOCUMENT.SHIPTO.PREFIX!}

Ship-to: first name

{!PODOCUMENT.SHIPTO.FIRSTNAME!}

Ship-to: last name (family name)

{!PODOCUMENT.SHIPTO.LASTNAME!}

Ship-to: address line 1

{!PODOCUMENT.SHIPTO.MAILADDRESS.ADDRESS1!}

Ship-to: address line 2

{!PODOCUMENT.SHIPTO.MAILADDRESS.ADDRESS2!}

Ship-to: city

{!PODOCUMENT.SHIPTO.MAILADDRESS.CITY!}

Ship-to: state or territory

{!PODOCUMENT.SHIPTO.MAILADDRESS.STATE!}

Ship-to: ZIP or post code

{!PODOCUMENT.SHIPTO.MAILADDRESS.ZIP!}

Ship-to: country

{!PODOCUMENT.SHIPTO.MAILADDRESS.COUNTRY!}

Ship-to: country code

{!PODOCUMENT.SHIPTO.MAILADDRESS.COUNTRYCODE!}

Ship-to: email 1

{!PODOCUMENT.SHIPTO.EMAIL1!}

Ship-to: email 2

{!PODOCUMENT.SHIPTO.EMAIL2!}

Ship-to: phone 1

{!PODOCUMENT.SHIPTO.PHONE1!}

Ship-to: phone 2

{!PODOCUMENT.SHIPTO.PHONE2!}

Ship-to: mobile phone

{!PODOCUMENT.SHIPTO.CELLPHONE!}

Ship-to: fax

{!PODOCUMENT.SHIPTO.FAX!}

Ship-to: URL 1

{!PODOCUMENT.SHIPTO.URL1!}

Ship-to: URL 2

{!PODOCUMENT.SHIPTO.URL2!}

Field label Merge field

Document number

{!PODOCUMENT.DOCNO!}

Document ID

{!PODOCUMENT.DOCID!}

Record number

{!PODOCUMENT.RECORDNO!}

Reference number

{!PODOCUMENT.PONUMBER!}

Vendor ID

{!PODOCUMENT.CUSTVENDID!}

Vendor name

{!PODOCUMENT.CUSTVENDNAME!}

Date due

{!PODOCUMENT.WHENDUE!}

Status

{!PODOCUMENT.STATUS!}

Payment terms

{!PODOCUMENT.TERM.NAME!}

Note

{!PODOCUMENT.NOTE!}

Shipping method

{!PODOCUMENT.SHIPVIA!}

Field label Merge field

Message

{!PODOCUMENT.MESSAGE!}

Exchange rate

{!PODOCUMENT.EXCHRATE!}

Exchange rate date

{!PODOCUMENT.EXCHRATEDATE!}

Exchange rate type

{!PODOCUMENT.EXCHRATETYPES.NAME!}

Base currency

{!PODOCUMENT.BASECURR!}

Transaction currency

{!PODOCUMENT.CURRENCY!}

Field label Merge field

Subtotal

{!PODOCUMENT.SUBTOTAL!}

Total

{!PODOCUMENT.TOTAL!}

Transaction subtotal

{!PODOCUMENT.TRX_SUBTOTAL!}

Transaction total

{!PODOCUMENT.TRX_TOTAL!}

Total paid

{!PODOCUMENT.TRX_TOTALPAID!}

Base total paid

{!PODOCUMENT.TOTALPAID!}

Invoice amount

{!PODOCUMENT.TRX_TOTALENTERED!}

Base invoice amount

{!PODOCUMENT.TOTALENTERED!}

Amount due

{!PODOCUMENT.TRX_TOTALDUE!}

Base amount due

{!PODOCUMENT.TOTALDUE!}

Change requests

For change requests, you can use the same merge fields in your email or document templates.

Email template examples

Using merge fields, you can create a variety of email templates that pull in different combinations of information you want to share with your customers. Below are two examples of common email templates that show how you might use merge fields along with HTML markup to create and customize professional email templates.

Monthly invoice example

Suppose that you want to send out an email every month to your customers with their monthly invoice. This is one way that you could use the merge fields and HTML markup to give your customers the information they need in an accessible, friendly, and professional manner.

To: {!SODOCUMENT.BILLTO.EMAIL1!}
CC: {!SODOCUMENT.BILLTO.EMAIL2!}
Subject: Your monthly invoice is now available: {!SODOCUMENT.DOCID!}
Message:
Dear {!SODOCUMENT.BILLTO.PRINTAS!},

Thank you for being a loyal customer to {!COMPANY.NAME!}. Attached is your monthly invoice. Please save a copy for your records.

Summary:
<b>Total:</b> {!SODOCUMENT.TOTAL!}
<b>Base total paid:</b> {!SODOCUMENT.TOTALPAID!}
<b>Base amount due:</b> {!SODOCUMENT.TOTALDUE!}
<b>Due date:</b> {!SODOCUMENT.WHENDUE!}

Thank you for choosing {!COMPANY.NAME!}.

Sincerely,

{!COMPANY.CONTACTNAME!}
{!COMPANY.CONTACTPHONE!}
{!COMPANY.CONTACTEMAIL!}

Contract renewal example

Perhaps your company uses contracts often, so contract renewal is a common task for you. Below is one way that you could use the merge fields to alert your customers of their contract renewal and its details in a friendly and professional manner.

To: {!CONTRACT.BILLTO.EMAIL1!}
CC: {!CONTRACT.BILLTO.EMAIL2!}
Subject: Your contract renewal: {!CONTRACT.NAME!} {!CONTRACT.RENEWEDCONTRACTID!}
Message:
Dear {!CONTRACT.BILLTOCONTACTNAME!},

Thank you for being a loyal customer to {!COMPANY.NAME!}. For your convenience, we've renewed your contract ({!CONTRACT.NAME!} {!CONTRACT.RENEWEDCONTRACTID!}). The new contract will be active from {!CONTRACT.BEGINDATE!} to {!CONTRACT.ENDDATE!}.

Please contact your Account Manager if you have any questions regarding your renewed contract. When calling, please have your account ID ({!CONTRACT.CUSTOMERID!}) handy so we can expedite your request.

Thank you for choosing {!COMPANY.NAME!}.

Sincerely,

{!COMPANY.CONTACTNAME!}
{!COMPANY.CONTACTPHONE!}
{!COMPANY.CONTACTEMAIL!}