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  1. Email Templates - Create your own custom placeholders

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    5 comments  ·  For small businesses » Contacts & communication  ·  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.

    Elizabeth Chan supported this idea  · 
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    Elizabeth Chan commented  · 

    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.