Use these shortcodes in your email message to pull in dynamic content from your invoice. Here are the shortcodes we provide:
- [invoice-id] - Gets replaced with "Invoice #123" or "Quote #123" depending on the invoice status
- [customer-full-name] - Gets replaced with the customer's first & last name
- [customer-first-name] - Gets replaced with the customer's first name
- [customer-company-name] - Gets replaced with the customer's company name
- [customer-email-address] - Gets replaced with the customer's email address
- [customer-phone-number] - Gets replaced with the customer's phone number
- [invoice-status] - Gets replaced with "Status Name" depending on the invoice's current status
- [invoice-delivery-method] - Gets replaced with the associated delivery method
- [invoice-po-number] - Gets replaced with "PO #123" depending on the invoice's PO number
- [invoice-shipping-address] - Gets replaced with an invoices shipping address
- [invoice-billing-address] - Gets replaced with an invoices billing address
- [customer-public-profile-url] - Gets replaced with the customer's public profile URL for an invoice
- [invoice-nickname] - Gets replaced with an invoice nickname
- [invoice-owner-first-name] - Gets replaced with the invoice owner's first name
- [invoice-owner-full-name] - Gets replaced with the invoice owner's full name
- [invoice-owner-email-address] - Gets replaced with the invoice owner's email address
- [invoice-owner-phone-number] - Gets replaced with the invoice owner's phone number
- [invoice-public-url] - Gets replaced with the URL for the invoice (visible to anyone with the link)
- [work-order-public-url] - Gets replaced with the URL for the work order (visible to anyone with the link)
- [decline-reason] - Name, email and approval decline reason (only available for approval decline templates)
- [approval-requester-full-name] - User's first & last name who requested the approval (only available for approval requests)
- [approval-requester-first-name] - User's first name who requested the approval (only available for approval requests)
- [approval-requester-email-address] - User's email who requested the approval (only available for approval requests)
- [approval-requester-phone-number] - User's phone number who requested the approval (only available for approval requests)
- [approval-name] - Name of the approval (ex. Quote Approval)
- [payment-request-amount] - Gets replaced with requested amount (ex. $123.00)
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