Debtor Statement Email Settings

[Nina Tulic]

Hi,

We would like to add a Debtor account number in the subject line when Debtor statements are emailed from the Debtor Statement form. Are there any other tokens that are available in the Email Settings popup other than %AsAtDate% , if there are what are they as I cannot find any reference to this in Docs. Or is this something that can only be done via a custom plugin?

Thanks
Nina

[Mike.Sheen]

Hi Nina,

There are 3 tokens available:

• %AsAtDate% - the date of the statement
• %AccountNo% - the debtor account no
• %Name% - the debtor name

All tokens are used for following fields:

• Subject
• From
• CC
• BCC
• Name of attachment
• Message Body

The tokens can be anywhere in the field, and only that part of the field is replaced with the token - so a Subject line of

Code: Select all

Debtor statement for %AccountNo% (%Name%) As At %AsAtDate%

becomes:

Code: Select all

Debtor statement for 1001 (Brown's Computer Center) As At 15/06/2018

Mike

[Nina Tulic]

Thanks Mike,
Greatly appreciated.