Dynamic variables are shortcuts that you can use within your ZipBooks email templates to personalize an email or text, while also helping you to save time. Use these variables in emails you send with invoices, estimates, and payment reminders, as well as on customer invoices that you set up through recurring profiles. ZipBooks recognizes a variable by the use of double colons (“::”) before and after a word or set of words.

For example, if you want to have the current day added into a specific place in your email, you would use the following:

    ::day::

If you want to add your company phone number, without needing to go in and fix it in your templates if your number changes, use the following command:

    ::company_phone::

You can even pull the amount due on an invoice you’re sending a reminder for by using this command:

    ::amount_due::

Use this command to format your default invoice emails: 

    ::invoice_box::

 

 Here’s an example of how you might use variables in a default email:

     You’ve got a new invoice from ::company_name:: for ::amount_due::.                               View your invoice here:

               ::invoice_box::

       Thanks, ::company_name::

 

Dynamic variables are fantastic for efficiency and make it so your templates don’t have an expiration date. The variables will change as the time or data you specify changes.

Here are a few of the variables you can use to personalize your emails and texts:

System variables

::day:: Current calendar day
::day+1:: Next calendar day
::day-1:: Previous calendar day
::day_week:: Current day of the week (e.g. Tuesday)
::month:: Current month
::month+1:: Next month
::month-1:: Previous month
::today:: Today’s date
::today_intl:: Today’s date (international)
::year:: Current year
::year+1:: Next year
::year-1:: Previous year 

Account variables

::company_address:: Company address line
::company_address2:: Company address line 2
::company_city:: Company city
::company_country:: Company country
::company_name:: Company name
::company_phone:: Company phone
::company_state:: Company state/province
::company_zip:: Company zip/postal code
::company_description:: Company description
::company_website:: Company website link 

Invoice variables

::amount_due:: Invoice total amount
::amount_paid:: Invoice amount paid
::amount_subtotal:: Invoice subtotal amount
::amount_tax:: Taxes Invoiced total
::discount:: Invoice discount rate
::days_past_due:: Number of days past due date
::invoice_box:: Invoice Box
::invoice_number:: Invoice number
::invoice_po:: Related PO #
::link:: Invoice link (web version)
::link_pdf:: Invoice link (pdf version)
::terms:: Default invoice terms
::notes: Default invoice notes 

Contact variables

::contact_name:: Contact name
::customer_name:: Customer name
::first_name:: First name
::last_name:: Last name
::payer_name:: Payer name 

Note: In Reminder emails, you can only use "contact name" or "customer name" variables. You can not use "first name" or "last name" variables.

Find a full list of ZipBooks dynamic variables here

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