Online help

List of tags #Hashtag

Insert #Hashtag in your templates of emails and letters to dynamically retrieve the content to which they correspond.
For example, if you insert the tag « #items_list », a table will appear in the document containing all items (invoices, credit notes ...) of your customer account.
Simply copy and paste the chosen tag into the body of the email or dunning letter, then view the result by clicking on the « Preview » button:

Display customer data :

#Hashtag	Description
#client_address	Customer full adress
#client_address_city	Customer city
#client_address_country	Customer country
#client_address_postbox	Customer PO Box
#client_address_state	Customer state
#client_address_street	Customer number and street
#client_address_zip	Customer zip code
#client_business_line	Business line
#client_code	Customer code
#client_id	Legal identifier
#client_name	Customer name
#client_name_business	Customer business name
#client_name_trading	Customer trading name
#client_page_button	Button for internal emails to go directly to the customer in My DSO Manager
#client_payment_mean	Customer payment mean
#client_payment_term	Customer payment term
#client_url	Customer Website
#client_vat	Customer VAT number

Display items and amounts :

#Hashtag	Description
#items_amount	Customer total receivable amount Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_disputes	Total amount of disputed items Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_exclude_disputes	Total amount excluding disputed items Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_exclude_litigations	Total amount excluding litigation items Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_include_late_penalties	Total amount including late payments penalties and/or recovery cost (if enabled in the customer sheet) Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_late_penalties	Late payment penalties amount and/or recovery cost (if enabled in the customer record) Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_not_due	Total amount including only not due items Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_overdue	Total overdue amount Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_overdue_disputes	Overdue amount of disputed items Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_overdue_exclude_disputes	Overdue amount excluding disputed items Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_overdue_exclude_disputes_and_litigations	Overdue amount excluding disputed and litigation items Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_overdue_exclude_disputes_include_late_penalties	Overdue amount excluding disputed items including late payments penalties and/or recovery cost (if enabled in the customer sheet) Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_overdue_exclude_litigations	Overdue amount excluding litigation items Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_overdue_exclude_specific_actions	Overdue amount excluding items in a specific action Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_overdue_include_late_penalties	Overdue amount including late payment penalties and/or recovery cost (if enabled in the customer record) Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_rgl_only	Total amount of settlement type coins Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_selected	Selected total receivable amount To Specific action Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_selected_include_late_penalties	Selected total receivable amount including late payment penalties and/or recovery cost (if enabled in the customer record) Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_amount_selected_late_penalties	Selected total late payment penalties and/or recovery cost (if enabled in the customer record) Add _per_currency to the end of Hashtag so that the amounts are grouped by currency
#items_list	Full statement of account
#items_list_collection_grouped_splitted	Grouped statement of accounts with subtotals by customer account for grouped reminders / Please contact us to activate this #Hashtag on your platform
#items_list_disputes	Statement of account of disputed items
#items_list_exclude_disputes	Statement of account excluding disputed items
#items_list_exclude_disputes_and_litigations	Statement of account excluding disputed and litigation items
#items_list_exclude_late_penalties	Full statement of account without displaying late penalties and recovery cost
#items_list_exclude_litigations	Statement of account excluding litigation items
#items_list_monthly	Full statement of account including subtotals by month of due dates
#items_list_not_due	Statement including only not due items
#items_list_overdue	Statement of account with overdue items only
#items_list_overdue_disputes	Statement of account with overdue disputed items only
#items_list_overdue_exclude_disputes	Statement of account with overdue items only, excluding disputed items
#items_list_overdue_exclude_disputes_and_litigations	Statement of account with overdue items only, excluding disputed and litigation items
#items_list_overdue_exclude_late_penalties	Statement of account with overdue items only, without displaying late penalties and recovery cost
#items_list_overdue_exclude_litigations	Statement of account with overdue items only, excluding litigation items
#items_list_overdue_exclude_specific_actions	Statement of account with overdue items only, excluding items in a specific action
#items_list_selected	Selected items statement To Specific action
#payment_button	Payment button corresponding to items of #items_list
#payment_button_disputes	Payment button corresponding to items of #items_list_disputes
#payment_button_exclude_disputes	Payment button corresponding to items of #items_list_exclude_disputes
#payment_button_exclude_litigations	Payment button corresponding to items of #items_list_exclude_litigations
#payment_button_late_penalties	Payment button corresponding to items of #items_list_late_penalties
#payment_button_not_due	Payment button corresponding to items of #items_list_not_due
#payment_button_overdue	Payment button corresponding to items of #items_list_overdue
#payment_button_overdue_disputes	Payment button corresponding to items of #items_list_overdue_disputes
#payment_button_overdue_exclude_disputes	Payment button corresponding to items of #items_list_overdue_exclude_disputes
#payment_button_overdue_exclude_disputes_and_litigations	Payment button corresponding to items of #items_list_overdue_exclude_disputes_and_litigations
#payment_button_overdue_exclude_disputes_include_late_penalties	Payment button corresponding to items of #items_list_overdue_exclude_disputes_include_late_penalties
#payment_button_overdue_exclude_litigations	Payment button corresponding to items of #items_list_overdue_exclude_litigations
#payment_button_overdue_exclude_specific_actions	Payment button corresponding to items of #items_list_overdue_exclude_specific_actions
#payment_button_overdue_include_late_penalties	Payment button corresponding to items of #items_list_overdue
#payment_button_selected	Payment button corresponding to items of #items_list_selected To Specific action
#payment_button_selected_include_late_penalties	Payment button corresponding to items of #items_list_selected_include_late_penalties

Display your informations :

#Hashtag	Description
#my_company_address	My company full address
#my_company_address_city	My company city
#my_company_address_country	My company country
#my_company_address_postbox	My company PO Box
#my_company_address_state	My company state
#my_company_address_street	My company street
#my_company_address_zip	My company zip code
#my_company_bank_bic	My company BIC (Bank Identifier Code)
#my_company_bank_iban	My company IBAN (International Bank Account Number)
#my_company_fax	My company fax number
#my_company_id	My company legal identifier
#my_company_logo	My main company logo
#my_company_logo2	My company logo (number 2)
#my_company_logo3	My company logo (number 3)
#my_company_logo4	My company logo (number 4)
#my_company_logo5	My company logo (number 5)
#my_company_logo6	My company logo (number 6)
#my_company_logo7	My company logo (number 7)
#my_company_logo8	My company logo (number 8)
#my_company_logo9	My company logo (number 9)
#my_company_name	My company name
#my_company_name_business	My company business name
#my_company_name_trading	My company trading name
#my_company_penalty_rate	My company late payment penalties rate
#my_company_phone	My company phone number
#my_company_signature	My company's common signature format
#my_company_url	My company Website
#my_company_vat	My company VAT number
#my_email	My personnal email
#my_fax	My personnal fax number
#my_firstname	My first name
#my_function	My position in the company
#my_id_number	My ID number
#my_lastname	My last name
#my_name	My full name (first name + last name)
#my_phone	My fixed-line phone number
#my_phone_cell	My mobile phone number
#my_profile_image	Main image of my accountAdd _noresize to the end of Hashtag so that the image is not resized
#my_profile_image2	Image of my account (number 2)Add _noresize to the end of Hashtag so that the image is not resized
#my_profile_image3	Image of my account (number 3)Add _noresize to the end of Hashtag so that the image is not resized
#my_signature_image1	Image of my signature (number 1)Add _noresize to the end of Hashtag so that the image is not resized
#my_signature_image2	Image of my signature (number 2)Add _noresize to the end of Hashtag so that the image is not resized
#my_signature_image3	Image of my signature (number 3)Add _noresize to the end of Hashtag so that the image is not resized

Display some various data :

#Hashtag	Description
#date_today	Date of today (in the format defined in your account)
#date_more_X_days	Date more X days (where X is a number from 1 to 365)
#interactive_export_button	Button for your customer can download the statement of account (interactive emails must be activated in their customer file)
#interactive_page_button	Button for your customer to access their account statement (interactive emails must be activated in their customer file)

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