Setup Email - Email Templates Fields & Variables

Setup Email - Email Templates Fields & Variables

Setup Email - Email Templates Fields & Variables

Info
This article pertains to Havenstar version 3.35 and above.

Quick Intro

This article is a reference for the available dynamic fields and variables that you can use to create personalised email templates when dispatching different types of documents to customers e.g. invoices, statements, contracts.

Where to Find It

The Setup Email screen can be accessed from your Nav Bar, in the Configuration section.

How to Use It

Use the drop-down to select which template you want to configure, then make the changes as appropriate, and click the yellow Save button to save your changes.
Warning
Do not make changes to the Email/SMTP configuration at the top of the screen, unless you're absolute sure what you're doing.

Templates

General Customer Fields

The following variables are available for multiple template types, indicated as such in each section as relevant:

%BOATNAME% - the boat name.
%CUSTCODE% - the customer's Havenstar account code.
%FORENAME% - the customer's forename.
%FULLNAME% - the customer's full name including title/salutation.
%SURNAME% - the customer's surname, or business name.
%TITLE% - the customer's title.
%SALUTATION% - the customer's salutation.

Bookings

This Bookings template is no longer used. Emailing bookings now defaults to the new HTML templates, or simply using the default mail client e.g. Outlook.

Contracts

%CONTRACTNO% - the contract ID number.

Invoices/Credit Notes

%INVOICENO%' - the invoice number.
%DOCNO% - the document number.
%DOCTYPE% - simply the word "Invoice" or "Credit Note" as appropriate.

plus General Customer fields.

Receipts

%RECEIPTNO% - the receipt number.

The rest are the same as Invoices/Credit Notes.

Statements

General Customer fields only.

Works Orders

N/A


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