Merge fields in Word templates,Equivalents in HTML templates
,
Customer Account Fields,
Account.AccountNumber,DebitMemo.Account.AccountNumber
Account.Autopay,DebitMemo.Account.AutoPay
Account.Balance,DebitMemo.Account.Balance
Account.BillCycleDay,DebitMemo.Account.BillCycleDay
Account.BillingBatch,DebitMemo.Account.Batch
Account.CompanyCode,DebitMemo.Account.TaxCompanyCode
Account.CreditBalance,DebitMemo.Account.CreditBalance
Account.CrmId,DebitMemo.Account.CrmId
Account.Currency,DebitMemo.Account.Currency
Account.CustomerSupportRepName,DebitMemo.Account.CustomerServiceRepName
Account.DefaultPaymentMethod,DebitMemo.Account.DefaultPaymentMethodId
Account.MRR,DebitMemo.Account.Mrr
Account.Name,DebitMemo.Account.Name
Account.NewBalance,"{{#Wp_Eval}}
""{{DebitMemo.Status}}"" == ""Draft""
? {{DebitMemo.Account.Balance}} + {{DebitMemo.Balance}}
: {{DebitMemo.Account.Balance}}
{{/Wp_Eval}}"
Account.Notes,DebitMemo.Account.Notes
Account.Parent.Name,DebitMemo.Account.Parent.Name
Account.PaymentTerm,DebitMemo.Account.PaymentTerm
Account.PaymentMethodMandateId,DebitMemo.Account.DefaultPaymentMethod.MandateID
Account.PreviousBalance,"{{#Wp_Eval}}
""{{DebitMemo.Status}}"" == ""Draft""
? {{DebitMemo.Account.Balance}}
: {{DebitMemo.Account.Balance}} - {{DebitMemo.Balance}}
{{/Wp_Eval}}"
Account.PreviousTransactionImpactTotal,Currently unavailable
Account.PreviousTransactionStartAmount,Currently unavailable
Account.PurchaseOrderNumber,DebitMemo.Account.PurchaseOrderNumber
Account.SalesRep,DebitMemo.Account.SalesRepName
Account.TaxExempt,DebitMemo.Account.TaxExemptStatus
Account.TaxExemptCertificateID,DebitMemo.Account.TaxExemptCertificateID
Account.TaxExemptCertificateType,DebitMemo.Account.TaxExemptCertificateType
Account.TaxExemptDescription,DebitMemo.Account.TaxExemptDescription
Account.TaxExemptEffectiveDate,DebitMemo.Account.TaxExemptEffectiveDate
Account.TaxExemptExpirationDate,DebitMemo.Account.TaxExemptExpirationDate
Account.TaxExemptIssuingJurisdiction,DebitMemo.Account.TaxExemptIssuingJurisdiction
Account.VATID,DebitMemo.Account.VATId
,
Bill To Contact Fields,
BillToContact.Address1,DebitMemo.Account.BillTo.Address1
BillToContact.Address2,DebitMemo.Account.BillTo.Address2
BillToContact.City,DebitMemo.Account.BillTo.City
BillToContact.Country,DebitMemo.Account.BillTo.Country
BillToContact.County,DebitMemo.Account.BillTo.County
BillToContact.Description,DebitMemo.Account.BillTo.Description
BillToContact.Fax,DebitMemo.Account.BillTo.Fax
BillToContact.FirstName,DebitMemo.Account.BillTo.FirstName
BillToContact.HomePhone,DebitMemo.Account.BillTo.HomePhone
BillToContact.LastName,DebitMemo.Account.BillTo.LastName
BillToContact.MobilePhone,DebitMemo.Account.BillTo.MobilePhone
BillToContact.NickName,DebitMemo.Account.BillTo.NickName
BillToContact.OtherPhone,DebitMemo.Account.BillTo.OtherPhone
BillToContact.OtherPhoneType,DebitMemo.Account.BillTo.OtherPhoneType
BillToContact.PersonalEmail,DebitMemo.Account.BillTo.PersonalEmail
BillToContact.PostalCode,DebitMemo.Account.BillTo.PostalCode
BillToContact.State,DebitMemo.Account.BillTo.State
BillToContact.TaxRegion,DebitMemo.Account.BillTo.TaxRegion
BillToContact.WorkEmail,DebitMemo.Account.BillTo.WorkEmail
BillToContact.WorkPhone,DebitMemo.Account.BillTo.WorkPhone
,
Sold To Contact Fields,
SoldToContact.Address1,DebitMemo.Account.SoldTo.Address1
SoldToContact.Address2,DebitMemo.Account.SoldTo.Address2
SoldToContact.City,DebitMemo.Account.SoldTo.City
SoldToContact.Country,DebitMemo.Account.SoldTo.Country
SoldToContact.County,DebitMemo.Account.SoldTo.County
SoldToContact.Description,DebitMemo.Account.SoldTo.Description
SoldToContact.Fax,DebitMemo.Account.SoldTo.Fax
SoldToContact.FirstName,DebitMemo.Account.SoldTo.FirstName
SoldToContact.HomePhone,DebitMemo.Account.SoldTo.HomePhone
SoldToContact.LastName,DebitMemo.Account.SoldTo.LastName
SoldToContact.MobilePhone,DebitMemo.Account.SoldTo.MobilePhone
SoldToContact.NickName,DebitMemo.Account.SoldTo.NickName
SoldToContact.OtherPhone,DebitMemo.Account.SoldTo.OtherPhone
SoldToContact.OtherPhoneType,DebitMemo.Account.SoldTo.OtherPhoneType
SoldToContact.PersonalEmail,DebitMemo.Account.SoldTo.PersonalEmail
SoldToContact.PostalCode,DebitMemo.Account.SoldTo.PostalCode
SoldToContact.State,DebitMemo.Account.SoldTo.State
SoldToContact.TaxRegion,DebitMemo.Account.SoldTo.TaxRegion
SoldToContact.WorkEmail,DebitMemo.Account.SoldTo.WorkEmail
SoldToContact.WorkPhone,DebitMemo.Account.SoldTo.WorkPhone
,
Debit Memo Fields,
DebitMemo.Number,DebitMemo.MemoNumber
DebitMemo.AccountName,DebitMemo.Account.Name
DebitMemo.Currency,DebitMemo.Account.Currency
DebitMemo.DebitMemoDate,DebitMemo.MemoDate
DebitMemo.DueDate,DebitMemo.DueDate
DebitMemo.PostedOn,DebitMemo.PostedOn
DebitMemo.TotalAmount,DebitMemo.TotalAmount
DebitMemo.Balance,DebitMemo.Balance
DebitMemo.PaidAmount,"{{#Wp_Eval}}
{{DebitMemo.TotalAmount}} - {{DebitMemo.Balance}}
{{/Wp_Eval}}"
DebitMemo.TaxAmount,DebitMemo.TaxAmount
DebitMemo.AmountWithoutTax,DebitMemo.TotalAmountWithoutTax
DebitMemo.Comment,DebitMemo.Comments
DebitMemo.ReferredInvoiceNumber,"DebitMemo.Invoice.InvoiceNumber
Note: The referred invoice is only available when a debit memo is created from an invoice."
DebitMemo.ReferredInvoiceTax,DebitMemo.Invoice.TaxAmount
DebitMemo.ReferredInvoiceTotal,DebitMemo.Invoice.Amount
DebitMemo.ReferredInvoiceComments,DebitMemo.Invoice.Comments
DebitMemo.ReferredInvoiceDueDate,DebitMemo.Invoice.DueDate
DebitMemo.ReferredInvoiceDate,DebitMemo.Invoice.InvoiceDate
DebitMemo.ReferredInvoicePaymentAmount,DebitMemo.Invoice.PaymentAmount
DebitMemo.ReferredInvoiceBalance,DebitMemo.Invoice.Balance
DebitMemo.ReferredInvoiceAmountWithoutTax,DebitMemo.Invoice.AmountWithoutTax
DebitMemo.ReferredInvoiceGrossAmount,"{{DebitMemo.Invoice.InvoiceItems|FilterByValue(ProcessingType,NE,1)|Sum(ChargeAmount)}}"
DebitMemo.ReferredInvoiceRefundAmount,DebitMemo.Invoice.RefundAmount
DebitMemo.ReferredInvoiceNetPaymentAmount,Currently unavailable
DebitMemo.SequenceNumber,"{{DebitMemo.MemoNumber|Substr(2,11)}}
Note: The first parameter of the Substr function needs to change according to the prefix. If the prefix is DM for debit memos, you can use Substr(2,11) to get the debit memo sequence number. For example, if a debit memo number is DM00000075, the rendered result is displayed as 00000075."
,
Debit Memo Item Fields,
DebitMemoItem.PaidAmount,DebitMemoItem.BeAppliedByOthersAmount
DebitMemoItem.TaxAmount,DebitMemo.TaxAmount
DebitMemoItem.AmountWithoutTax,DebitMemoItem.AmountWithoutTax
DebitMemoItem.Sku,DebitMemoItem.Sku
DebitMemoItem.Name,DebitMemoItem.ChargeName
DebitMemoItem.ServicePeriod,{{DebitMemoItem.ServiceStartDate|Localise}} - {{DebitMemoItem.ServiceEndDate|Localise}}
DebitMemoItem.ServiceStartDate,{{DebitMemoItem.ServiceStartDate|Localise}}
DebitMemoItem.ServiceEndDate,{{DebitMemoItem.ServiceEndDate|Localise}}
DebitMemoItem.Quantity,DebitMemoItem.Quantity
DebitMemoItem.ExtendedPrice,{{#Wp_Eval}}{{AmountWithoutTax}}+{{TaxAmount}}|Round(2)|Localise{{/Wp_Eval}}
DebitMemoItem.UnitOfMeasure,DebitMemoItem.UnitOfMeasure
DebitMemoItem.UnitOfMeasureDisplayedAs,Currently unavailable
DebitMemoItem.SubscriptionNumber,DebitMemoItem.Subscription.Name
DebitMemoItem.ChargeNumber,DebitMemoItem.RatePlanCharge.ChargeNumber
DebitMemoItem.ChargeType,DebitMemoItem.RatePlanCharge.ChargeType
DebitMemoItem.ChargeModel,DebitMemoItem.RatePlanCharge.ChargeModel
DebitMemoItem.ChargePeriod,DebitMemoItem.RatePlanCharge.BillingPeriod
DebitMemoItem.ChargeAccountingCode,DebitMemoItem.RatePlanCharge.AccountingCode
DebitMemoItem.CustomField,DebitMemoItem.CustomField
DebitMemoItem.AccountName,DebitMemo.Account.Name
DebitMemoItem.AccountNumber,DebitMemo.Account.AccountNumber
DebitMemoItem.TaxAmount,{{DebitMemoItem.TaxAmount|Round(2)|Localise}}
DebitMemoItem.AmountWithoutTax,{{DebitMemoItem.AmountWithoutTax|Round(2)|Localise}}
DebitMemoItem.SubscriptionNotes,DebitMemoItem.Subscription.Notes
DebitMemoItem.ProductName,DebitMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Name
DebitMemoItem.ProductDescription,RatePlanCharge.RatePlanCharge.RatePlan.ProductRatePlan.Product.Description
DebitMemoItem.ProductRatePlanCharge.CustomField,DebitMemoItem.RatePlanCharge.ProductRatePlanCharge.customFields
DebitMemoItem.RatePlanName,DebitMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Name
DebitMemoItem.RatePlanDescription,DebitMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Description
DebitMemoItem.RatePlanCharge.CustomField,DebitMemoItem.RatePlanCharge.customFields
DebitMemoItem.Description,DebitMemoItem.Description
DebitMemoItem.ReferredInvoiceItemSku,"DebitMemoItem.InvoiceItem.SKU
Note: The referred invoice item is only available when a debit memo is created from an invoice."
DebitMemoItem.ReferredInvoiceItemName,DebitMemoItem.InvoiceItem.ChargeName
DebitMemoItem.ReferredInvoiceItemDescription,DebitMemoItem.InvoiceItem.Description
DebitMemoItem.ReferredInvoiceItemServiceStartDate,DebitMemoItem.InvoiceItem.ServiceStartDate
DebitMemoItem.ReferredInvoiceItemServiceEndDate,DebitMemoItem.InvoiceItem.ServiceEndDate
DebitMemoItem.ReferredInvoiceItemQuantity,DebitMemoItem.InvoiceItem.Quantity
DebitMemoItem.ReferredInvoiceItemChargedate,DebitMemoItem.InvoiceItem.CreatedDate
DebitMemoItem.ReferredInvoiceItemUnitOfMeasure,DebitMemoItem.InvoiceItem.UOM
DebitMemoItem.ReferredInvoiceItemUnitOfMeasureDisplayedAs,Currently unavailable
DebitMemoItem.ReferredInvoiceItemExtended,{{#Wp_Eval}}{{DebitMemoItem.InvoiceItem.ChargeAmount}} + {{DebitMemoItem.InvoiceItem.TaxAmount}}|Round(2)|Localise{{/Wp_Eval}}
DebitMemoItem.ReferredInvoiceItemUnitPrice,DebitMemoItem.InvoiceItem.UnitPrice
DebitMemoItem.ReferredInvoiceItemTaxAmount,DebitMemoItem.InvoiceItem.TaxAmount
DebitMemoItem.ReferredInvoiceItemAmountWithoutTax,DebitMemoItem.InvoiceItem.ChargeAmount
DebitMemoItem.ReferredInvoiceItemServicePeriod,{{DebitMemoItem.InvoiceItem.ServiceStartDate|Localise}} - {{DebitMemoItem.InvoiceItem.ServiceEndDate|Localise}}
DebitMemoItem.ReferredInvoiceItemProductName,DebitMemoItem.InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Name
DebitMemoItem.ReferredInvoiceItemProductDescription,DebitMemoItem.InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Description
DebitMemoItem.UnitPrice,DebitMemoItem.UnitPrice
,
Tax Item Fields,
TaxItem.AmountWithoutTax,DebitTaxationItem.DebitMemoItem.AmountWithoutTax
TaxItem.ChargeDescription,DebitTaxationItem.DebitMemoItem.RatePlanCharge.ProductRatePlanCharge.Description
TaxItem.ChargeName,DebitTaxationItem.DebitMemoItem.RatePlanCharge.ProductRatePlanCharge.Name
TaxItem.ChargePeriod,DebitTaxationItem.DebitMemoItem.RatePlanCharge.ProductRatePlanCharge.BillingPeriod
TaxItem.ProductDescription,DebitTaxationItem.DebitMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Description
TaxItem.ProductName,DebitTaxationItem.DebitMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Name
TaxItem.ProductSKU,DebitTaxationItem.DebitMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Product.SKU
TaxItem.RatePlanDescription,DebitTaxationItem.DebitMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Description
TaxItem.RatePlanName,DebitTaxationItem.DebitMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Name
TaxItem.SubscriptionNotes,DebitTaxationItem.DebitMemoItem.Subscription.Notes
TaxItem.SubscriptionNumber,DebitTaxationItem.DebitMemoItem.Subscription.Name
TaxItem.TaxAccountingCode,DebitTaxationItem.AccountingCode
TaxItem.TaxAmount,DebitTaxationItem.TaxAmount
TaxItem.TaxCode,DebitTaxationItem.TaxCode
TaxItem.TaxItemDate,DebitTaxationItem.TaxDate
TaxItem.TaxJurisdiction,DebitTaxationItem.Jurisdiction
TaxItem.TaxLocationCode,DebitTaxationItem.LocationCode
TaxItem.TaxName,DebitTaxationItem.Name
TaxItem.TaxRate,DebitTaxationItem.TaxRate
TaxItem.TaxRateDescription,DebitTaxationItem.TaxRateDescription
TaxItem.TaxRateType,DebitTaxationItem.TaxRateType