Overview


When accessing these tags on documents and emails that have access to customers, Customer can be added as a prefix to the tag.

{{Customer.TagName}}


Name
Description
Type
Additional Sub Object
AccountsPayable
The tags relating to a contact can be accessed for the contact who is set as the accounts payable contact on the customer.

Contact Tags
AccountsPayableContactId
The id of the accounts payable contact set on the customer.Guid

Balances
The tags relating to balances can be accesses for the customer.
Customer Balances Tags
BarcodeA barcode can be generated to populate the url to the customer.
Text
BillingLocation
The tags relating to a location can be accessed for the default billing location input on the customer.
Location Tags
CreditLimit
The credit limit value that has been setDecimal Value
ExternalIdThe external id that was input on the customer.
Text
Id
The id of customer.Guid

InvoiceDeliveryThe invoice delivery that has been selected on the customer.
Text
LastOrderDate
The date of the most recent order that this customer has been attached to
Date/Time

NameThe name of the customer that has been input on the customer.Text
NumberThe number that was assigned to the customer on creation.Number
OrdersThe tags relating to an order can be accessed for orders belonging to the customer.ListOrder Tags
PaymentTermsThe payment term that has been selected on the customer.
Text
RequiresPurchaseOrder
True if the customer is set to a require a PO, False if they do not require one.True/False
SalesRepThe tags relating to a employee can be accessed for the employee who is set as the sales rep on the customer.

Employee Tags
SalesRepId
The id of the sales rep employee set on the customer.Guid
ShippingLocationThe tags relating to a location can be accessed for the default shipping location input on the customer.

Location Tags
SinceDate
The date they became a customer.Date/Time
TagsA list of the tag (names) applied to the customer.
List
TaxExemptNumberThe tax exempt number that has been input on the customer.Text
Transactions
The tags relating to transaction records can be accessed for posted orders, entries and payments for the customer.ListTransaction Tags
UrlPath
The url to the customer.
Text