How to use a placeholder
The most frequently used placeholder is the contact name. To insert a place holder;
Place your cursor where the placeholder will be added.
Click Insert {Placeholder}
Select the relevant placeholder
Add a Fallback option (for when the placeholder does not have a value)
Click Insert.
NB: Using a placeholder like {days overdue} will only show the days. ie 16.
You will need to add context. Your account is now {days overdue} past due.
Placeholders available in Smart Workflows:
Your Organisation
Name
Registration Number
Phone Numbers
Default Phone Numbers
Mobile Phone Number (only available for Xero users)
DDI Number (only available for Xero users)
Addresses
Owner Of your Organisation (owner of the CreditorWatch Collect account)
First Name
Last Name
Name (full name)
Emails
Org Name
Contact (the debtor, the person you are contacting)
First Name
Last Name
Name (full name)
Email
Org Name
Account Number
Phone Numbers
Addresses
Account
Days Overdue
Invoices Count
Total Amount Due
Total Amount Overdue
Placeholders with Regular Workflows
In addition to the placeholders listed above, Regular Workflows also have invoice specific placeholders.
Learn more about regular and smart workflows.
Invoice
Number
Reference
Due Date
Days Overdue
Amount
Send yourself a sample reminder to check that your placeholders have pulled the relevant information, and make sense.