Use placeholders in reminders and demands for payment

Placeholders are special references to invoice or customer data that can be used in your reminder layouts. Such a placeholder is always in square brackets. An example: [InvoiceNumber] refers to the invoice number and [Contact] to the customer's name. On the final reminder or reminder or in the e-mail with which the reminder or reminder is sent, the placeholder is replaced by the data it refers to.

Placeholders in reminders and demands for payment

• [Heading]: for example: Dear John
• [PrintDate]: the date on which the reminder is created for example January 18, 2020
• [IssuerCompany]: the name of your company from which the invoice was sent
• [IssuerCompanyCity]: the city from which the invoice was sent
• [IssuerCompanyBankAccount]: your company's default bank account number
• [InvoiceSubject]: the subject of the invoice to which the reminder relates
• [InvoiceDate]: the date of the invoice to which the reminder relates
• [InvoiceDueDate]: the due date of the invoice to which the reminder relates e.g. '05-01-2020
• [InvoiceNumber]: the invoice number of the invoice to which the reminder relates
• [InvoiceAmount]: the total amount of the invoice to which the reminder relates
• ][InvoicePaidAmount]: the amount that has already been paid in the meantime
• [InvoiceOpenAmount]: the amount that has yet to be paid
• [InvoiceCompany]: the name of your company from which the reminder is being sent
• [InvoiceCompanyCity]: the city where your company is located
• [ContactFirstName]: first name of the customer's contact person
• [ContactLastName]: last name of the customer's contact person
• [ContactFullName]: full name of the customer's contact person
• [TodayLong]: today in long format for example 'Thursday, June 17, 2020
• [TodayShort]: today in short format for example '17-06-2020'.

TIP!

The value of the placeholder [Heading] is automatically retrieved from the Heading field on the Tools tab of the customer's contact card.

Heading person

Only value in Last name field: Dear Mr. / Mrs. [last name]

Also value selected in Gender field: Dear Mr. [last name] or Dear Mrs. [last name]

Once value in First name field: Dear [first name]

Heading company

Always heading: Geachte heer/mevrouw

Sample text for reminder

[Heading]

Thank you again for trusting us. I hope you are satisfied with our service.

On [InvoiceDate] we were allowed to send you an invoice for our work during last month. Its payment deadline will expire in a few days.

In light of our pleasant relationship, it would be an extra incentive for us if you could transfer the amount of the invoice, being [InvoiceAmount] euros, to us one of these days to account [IssuerCompanyBankAccount] in the name of [IssuerCompany].

To be on the safe side, we have enclosed a copy of the invoice. Should the invoice still give rise to questions, please contact us.

Sincerely,

[IssuerCompany]