Using placeholders

Under Settings > Templates you can see that there are 3 different types of placeholders:

  1. Placeholders - which are universal and can be used in any template
  2. Single placeholders - which are for templates that will be used to chase a single invoice. They cannot be placed together with Multi placeholders.
  3. Multi placeholders - which are for templates that will be used to chase more than one invoice. They cannot be placed together with Single placeholders.

Hovering over a placeholder in the list on the right hand side provides further information about that placeholder.



Adding a placeholder

You can insert a placeholder in the Subject line or Text of your template in either of the following ways:

  1. Typing “<” followed by the placeholder’s name and then selecting it.


  2. Double clicking the relevant placeholder in the right hand side list. This inserts the placeholder where the cursor is in the Subject line or Text boxes.

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