How to get there
- Click on the Control menu at the top right of your screen
- Select Settings
- Press Invoicing
- Select Mailing templates
Dynamic words are also available while redacting the texts of any type of document in Holded, such as the messages on your invoices for example.
What kind of dynamic words are available in Holded?
||Name of the Holded account|
|[username]||Name of the Holded user|
|[contactname]||Name of client or supplier|
||The link to the document in the Client portal|
|[date]||Document creation date|
|[duedate]||Document expiration date|
|[currentmonth]||Current month in number (1-12)|
||Current month in letters (January-December)|
|[previousmonth]||Previous month in number (1-12)|
|[previousmonthname]||Previous month in letters (January-December)|
Next month in number (1-12)
|[nextmonthname]||Next month in letters (January-December)|
|[address_street]||Client or supplier address|
|[address_city]||Client or supplier city|
|[address_cp]||Client or supplier postal code|
|[address_province]||Client or supplier province|
||Client or supplier country|
When to use dynamic words
Dynamic words are used to automate the editing of your messages with those data already present in your Holded account, such as, for example, the name of a contact or the type of document, among many other things.
An example of a practical application of dynamic words is redacting your email templates, where, instead of leaving an empty space and editing each time the data about your client's name or the type of document, you can simply write: 'Hello, [name], attached the [doctype] [docnum] '.
The system will detect the related data and use it to fill in the document automatically, as long as this data is present on the platform.