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.

While your company must be subscribed to Accounts Receivable, Order Entry, Purchasing, or Construction to use email templates, permissions for email templates and the Email templates list are found in the Company application.

To view the Email templates list, go to Company > Setup > Settings > Email templates. From the Email templates list, you can Add a new email template, or Edit, View, or Delete an existing email template by selecting More actions at the end of the row.

To view the Email templates list, go to Company > Setup > Settings > Email templates. From the Email templates list, you can Add a new email template, or you can Edit, View, or Delete an existing email template.

Add a merge field to an email template

Subscription Company
Regional availability

All regions

User type Business
Permissions Email templates: List, View, Add, Edit

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

  2. Find the email template that you want to add a merge field to.
  3. Find the merge field that you want in one of the tables below.
  4. 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!}.

  5. Select More actions > Edit at the end of the row.

  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.
  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.

Although the merge fields for your company information can be used for both your sales document and contract email templates, the merge fields for sales documents and contract renewals are specific to themselves and cannot be used for any other application.

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
Your company information

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!}

Postal 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!}

Your legal company information
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 AR sales invoices

Customer information

Field label Merge field
Ship-to — customer
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 {!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!}
Bill-to — customer
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 {!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!}

AR sales invoice information

Field label Merge field
AR sales invoice information
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

Field label Merge field
Customer
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 {!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!}
Last statement date {!CUSTOMER.LAST_STATEMENTDATE!}
Delivery options {!CUSTOMER.DELIVERY_OPTIONS!}
Bill-to — customer
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 {!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.

Customer information

Field label Merge field
Customer contact information
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 {!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!}
Ship-to — customer
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 {!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!}
Bill-to — customer
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 {!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!}

Transaction information

Field label Merge field
Transaction information
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!}
Transaction details
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!}
Transaction totals and amounts
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 information
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!}
Contract information
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!}
Contract details
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 supplier and transaction information for Purchasing transactions.

Supplier Information

Field label Merge field
Supplier contact information
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 {!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!}
Pay-to — supplier (Pay-to displays as Bill-to)
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 {!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!}
Return-to — supplier (Return-to displays as Ship-to)
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 {!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!}

Purchase transaction fields

Field label Merge field
Transaction information
Document number {!PODOCUMENT.DOCNO!}
Document ID {!PODOCUMENT.DOCID!}
Record number {!PODOCUMENT.RECORDNO!}
Reference number {!PODOCUMENT.PONUMBER!}
Supplier ID {!PODOCUMENT.CUSTVENDID!}
Supplier name {!PODOCUMENT.CUSTVENDNAME!}
Date due {!PODOCUMENT.WHENDUE!}
Status {!PODOCUMENT.STATUS!}
Payment terms {!PODOCUMENT.TERM.NAME!}
Note {!PODOCUMENT.NOTE!}
Shipping method {!PODOCUMENT.SHIPVIA!}
Transaction details
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!}
Transaction totals and amounts
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 you want to send out an email every month to your customers with their monthly invoice. This is one way 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 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 have 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!}