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:

  • [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

  • [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 

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