How to use shortcodes

Use these shortcodes in your email message to pull in dynamic content from your invoice. Here are the shortcodes we provide:

  • [payment-request-amount] - Gets replaced with requested amount (ex. $123.00)
  • [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)
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