Personalised email template and placeholders (variables)
You can fully customise the email sent to your customers.
Customisable fields
Statey provides these customisable fields:
- From name (the name that appears in the 'from' field of the email, eg: 'Your Company Ltd').
- Reply-to address (the email address that is used when your customers reply to the statement email).
- BCC address (this email address will receive a copy of EVERY email sent to customers).
- Subject
- Body
Custom sending domain
A custom sending domain is available on our Pro Plan.
Placeholders (variables)
Statey provides placeholders (variables) you can use in the 'From name', 'Subject', and 'Body' fields.
These placeholders (variables) are substituted with each customer's correct information when an email is sent:
| Placeholder (variable) | Example of substituted result |
|---|---|
{{ customer_company_name }} |
e.g. Customer (Pty) Ltd |
{{ customer_address }} |
Customer's full address over multiple lines |
{{ customer_account_number }} |
e.g. 'EX000'. Could be blank |
{{ customer_tax_number }} |
e.g. 987654321 |
{{ your_company_name }} |
e.g. Zenith Dynamics Ltd |
{{ your_company_address }} |
Your full address over multiple lines |
{{ your_company_tax_number }} |
e.g. '66554488332' |
{{ start_date }} |
e.g. appears as '1 May 2024' |
{{ end_date }} |
e.g. appears as '31 May 2024' |
{{ closing_balance }} |
e.g. $1,200.00 |
{{ overdue_amount }} |
e.g. $1,200.00 |
{{ outstanding_amount }} |
e.g. $1,200.00 |
{{ available_credit }} |
e.g. $1,200.00 |
← Previous feature: Automatically send statements to your customers