Script variables use information pulled from your InvoiceSherpa account or associated customer or invoice to provide real-time information on emails sent using a template. Script variables are indicated with the Script Variable name enclosed in <> (i.e., <COMPANY_NAME). The variable will be replaced with the appropriate content when the email is sent. 

Script variables are listed below the Email Text section of the template. The following script variables are available:

  • Full Name

  • First Name

  • Last Name

  • Company Name

  • Email Address

  • Phone Number

  • Invoice Number

  • Invoice Balance

  • Invoice Due Date

  • Invoice Memo

To use a script variable when editing a template, complete the following steps:

  1. Find the variable that you want to include in the list of Script Variables.

  2. Drag it to the location where you want to use the information in the Email text or the Subject Line.