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Manage collection scenarios » #Hashtag list of tags

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.
Then view the result by clicking on the « Preview » button.
See here how to manage templates of emails and letters?.

howto hashtags

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_code Company code
#client_id Legal identifier
#client_name Customer name
#client_name_business Customer business name
#client_name_trading Customer trading name
#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
#items_amount_late_penalties Late payment penalties amount and/or recovery cost (if enabled in the customer record)
#items_amount_overdue Total overdue amount
#items_amount_overdue_exclude_disputes Overdue amount excluding disputed items
#items_amount_overdue_exclude_disputes_and_litigations Overdue amount excluding disputed and litigation items
#items_amount_overdue_exclude_disputes_include_late_penalties Amount of overdue excluding disputed items including late payments penalties and/or recovery cost (if enabled in the customer sheet)
#items_amount_overdue_include_late_penalties Overdue amount including late payment penalties and/or recovery cost (if enabled in the customer record)
#items_amount_selected Selected total receivable amount
#items_list Full statement of account
#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_overdue Statement of account with overdue 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_selected Selected items statement

Display your information :

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_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_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

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