Which details can I put in an email?
Insert detail offers 5 groups: Document, Customer, Store, Totals, and Purchase order.
Available details include the document number, customer name, portal link, deposit amount, balance due, and vendor name. Use the picker instead of inventing a field name.
Vendor name is empty in customer emails because it belongs to purchase-order emails.
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From other topicsHow do I update template prices by CSV without clearing other details?
Remove columns you do not intend to update, and keep the existing template handles. Omitted columns preserve their current values.
With updates enabled, blank cells in present columns can clear details such as descriptions, costs, images, terms and overrides. Use Upload and check, then review every blank-clear warning before Apply import.
Open its own pageFull guide: Import and export templates with a CSV