Merge Fields for Purchase Templates | Purchases

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Purchase Templates

Merge Fields for Purchase Templates

When creating an Purchase Template, there will be a long list of Merge Fields provided to you, which you can insert into your email template and purchase PDF template. Merge Fields allow you to insert a form that will be automatically replaced when you create the invoice, allowing you to use this as a template for any number of purchases.

For example, if you were to enter [purchase.vendor.company] into an invoice template, this will be automatically replaced by the name of the Vendor you are invoicing.

Simply click on the Merge Field to copy it to your clipboard, and then paste it wherever you like into the text field.

Our Company Info

These Merge Fields refer to information about your company.

Merge Field	Content
[account.company.name]	This is the name of your company.
[account.company.website]	This is your company's website.
[account.business.number]	Depending on your type of business, this could refer to the Contractor License number, the VAT number, or GST number.
[account.business.number.title]	This is the term for the above number (Business Number, VAT Number, GST Number, etc.)
[account.email]	This is the primary email address associated with your company.
[account.phone]	This is the primary phone number associated with your company.
[account.fax]	This is the primary fax number associated with your company.
[account.address]	This is the primary street address associated with your company.
[account.tax]	This is the tax code associated with your company.

Vendor Contact Info

These Merge Fields refer to information about the Purchase Contact you are sending the purchase to.

Merge Field	Content
[purchase.vendor.company]	This is the name of the Vendor you are sending the purchase to.
[purchase.vendor.firstname]	This is the first name of the Vendor Contact you are sending the purchase to.
[purchase.vendor.surname]	This is the surname or last name of the Vendor Contact you are sending the purchase to.
[purchase.vendor.phone]	This is the phone number of the Vendor Contact.
purchase.vendor.email]	This is the email address of the Vendor Contact.
[purchase.vendor.position]	This is the position held by the Vendor Contact.
[purchase.vendor.postal.street1]	This is line one of the Vendor Contact's postal address.
[purchase.vendor.postal.street2]	This is line two of the Vendor Contact's postal address.
[purchase.vendor.postal.city]	This is the city of the Vendor Contact's postal address.
[invoice.contact.postal.zipcode]	This is the Vendor Contact's postal address zip code.
[purchase.vendor.postal.state.name]	This is the Vendor Contact's full state name for their postal address.
[purchase.vendor.postal.state.abbreviation]	This is the Vendor Contact's state abbreviation (e.g. CA instead of California) for their postal address.
[purchase.vendor.postal.country.name]	This is the Vendor Contact's postal address country.
[purchase.vendor.physical.street1]	This is line one of the Vendor Contact's street address.
[purchase.vendor.physical.street2]	This is line two of the Vendor Contact's street address.
[purchase.vendor.physical.city]	This is the city of the Vendor Contact's street address.
[purchase.vendor.physical.zipcode]	This is the Vendor Contact's street address zip code.
[purchase.vendor.physical.state.name]	This is the Vendor Contact's full state name for their street address.
[purchase.vendor.physical.state.abbreviation]	This is the Vendor Contact's state abbreviation (e.g. CA instead of California) for their street address.
[purchase.vendor.physical.country.name]	This is the Vendor Contact's street address country.

Purchase Detail

These are the Merge Fields which refer to the specifics of the purchase you are sending.

Merge Field	Content
[purchase.logo]	This is your company's logo.
[purchase.number]	This is the unique number ID for the invoice, assigned by Accelo or your integrated accounting system
[purchase.title]	This is the Title of the purchase.
[purchase.owner.firstname]	This is the first name of the internal purchase owner/manager.
[purchase.owner.surname]	This is the surname or last name of the internal purchase owner/manager.
[purchase.created]	This is the date the purchase was created.
[purchase.due]	This is the date that the purchase will be due for payment.
[purchase.subtotal]	This is the pre-tax sub-total of the purchase.
[purchase.tax]	This is the total tax for the entire purchase.
[purchase.total]	This is the tax-inclusive total price of the purchase .
[purchase.notes]	These are the notes you have written to the customer in the external notes section of the invoice.
[purchase.currency]	This is the currency symbol which the purchase was set to use.
[purchase.shippingdetails]	This is the Shipping Details furnished when creating the purchase.