How can I customize my workflow action template with placeholders?

{{recipientFirstName}} - First name (e.g. Bruce).

{{customerCompanyName}} - Payer company name.
{{customerID}} - Payer account ID.

{{payerCustomField.CUSTENTITY_OPERATOR_ID}} - Custom fields for the customer details.

Invoice Details

{{invoiceNumber}} - Invoice number
{{taxNumber}} - The tax number of the invoice issuer company
{{myTaxNumber}} - The tax number of the company that needs to make the payments

{{invoiceAmountDue}} - Invoice amount due.

{{invoiceIssueDate}} - Invoice issue date.

{{invoiceDueDate}} - Invoice due date.

{{invoiceDaysOverdue}} - Amount of days invoice is overdue.

{{totalAmountDue}} - Total amount due from company payer (sum of all invoices that are due, not overdue, for the payer).

{{totalAmountOverdue}} - Total amount overdue from company payer (sum of all invoices that are overdue for the payer).
{{totalAmountDueAndOverdue}} - The total amount of the due and overdue invoices.
{{totalOutstanding}} - Total amount of all invoices minus all payments and credits

{{total_overdue_with_interest}} - Total of the overdue invoices with interest
{{total_unapplied_payments}} - Total unapplied payments for each customer
{{overdue_net_of_unapplied_payments}} - Total overdue amount excluding unapplied payments (if any) at the customer level (Sum of all invoices that are overdue for the payer - sum of all unapplied payments for the payer)
{{myOrgName}} - Current company name (invoice issuer).

{{list_outstanding_invoices}} - List of outstanding invoices (example output: INV-0004, INV-0005, INV-0006).

{{table_outstanding_invoices}} - Embed a table of outstanding invoices from the payer company in automatic email reminders. Example below.

{{list_overdue_invoices}} - List of overdue invoices (example output: INV-0001, INV-0002, INV-0003).

{{table_overdue_with_interest}} - Embed a table of outstanding invoices along with the late payment fees from the company payer in automatic email reminders. To enable this please reach out to support@peakflo.co!

{{table_with_early_payment_discount}} - Embed a table of outstanding invoices along with the early payment discount from the company issuer in automatic email reminders. To enable this please reach out to support@peakflo.co!

 

{{table_overdue_invoices}} - Embed a table of overdue invoices from the company payer in automatic payment reminders. Example below.

If you want to add customer portal and customer payment links in the email body then use these placeholder below:

{{{customerPortalLink}}} - Link to the portal for your customers to check all their payables and check their summary of account.
{{{currencyPaymentLink}}} - A direct link to the payment page for your customers to select a payment method, input withholding tax (if applicable), and clear outstanding invoices.
{{{invoicePaymentLink}}}  - Link to the payment summary page for your customers to make payments for a single invoice through bank and QRIS.
{{{directPaymentLink}}}  - Link for customers to make payments directly through the payment gateway, without needing to use the Peakflo customer portal. The amount of the payment is equal to the sum of the outstanding amounts of the invoices. 

{{payment_details}} - Details of the payment, such as account name, bank name, and unique virtual bank account number. (This feature is available in Indonesia and Singapore)

Dear {{recipientName}},

 

Your invoice {{invoiceNumber}} was due on {{invoiceDueDate}}. Because your balance of {{totalAmountOverdue}} was not paid within the given time frame, we have escalated the invoice to our legal team.

 

Please click on the following link to view the Legal Escalation Report filed by our Legal Team.

 

Best,

{{myOrgName}}