Personalising your invoices for your customer

In invoice settings, some fields on your invoice can be personalised for your customer. This also applies to the template for emailing the invoice.

Personalising is easy – you simply include a special code in the text. For example,

Dear [Invoice_Name]

will address your invoice to the person who will receive the invoice. When the invoice is generated, this will be replaced by, for example,

Dear John Smith

Here is a list of the codes you can use:

Code	Description	Example
`[Name]`	The name of the customer	Art Group
`[Contact_Name]`	The name of the contact for the customer	John Smith
`[Invoice_Name]`	The name of the person to whom the invoice is being sent	Jane Doe
`[Invoice_Dt]`	The date of the invoice	22 Sep 2020
`[Invoice_No]`	The invoice number	1
`[Due_Dt]`	The date payment is due	5 Dec 2020
`[Amount]`	The total amount due	£45.68
`[Amount_WithoutCurrency]`	The total amount due without a currency symbol	45.68
`[User_Name]`	The name of the current user	Nick Roberts
`[Venue_Name]`	The name of your venue	Dakeford Church Hall

Getting Started