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Email Templates - Create your own custom placeholders

Create your own placeholders for email templates - For example, I want to create a new placeholder for the previous month.

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Kirsty Coombes shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.

For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.

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  • Dominic Germana commented  ·   ·  Report

    [month-1] and [month+1] no longer work in New Invoicing! Please please please fix this Xero team.

  • Adam Dodds commented  ·   ·  Report

    Not having the placeholders in new invoicing and not having it planned is ridiculous

  • Tracy D'Aversa commented  ·   ·  Report

    [Month-1] will not work with the new invoicing, could this please be added.

  • Elizabeth Chan commented  ·   ·  Report

    A number of our customers have outstanding invoices that are overdue by one or two months.

    I'd like to send a mass email to these customers, attaching their Statements of Account (SOAs) and indicating the total amount owed for the past two months.

    It would be helpful if we could use placeholders in the email to dynamically display the total outstanding amount based on the Aged Receivables Summary report.

    Example:
    [2 months Outstanding Statement Balance]
    OR [1 months Outstanding Statement Balance]
    OR [3 months Outstanding Statement Balance]

    Additionally, we should be able to format the email by bolding and highlighting specific words.

  • Brian Roberts commented  ·   ·  Report

    Custom placeholders in both the invoice and email templates would be a incredibly worthwhile feature to add. We're a digital marketing company and use several programs with this feature and it greatly increases efficiency and saves time, particularly when used in conjunction with custom fields.

  • Danielle van Dijk commented  ·   ·  Report

    You can! By using [month-1] . Just use the month placeholder and type the -1 yourself! I use it all the time!