Getting Started


If you are new to the HTML document/canned email tag system, you can get an overview of tags, objects and loops here


Accessing The CustomerBalances Object


Access to this object is dependent on what document or canned email type you are trying to access the object from. Start by finding the document or canned email type you are working with from the links provided below. Follow the chart for your specified document or canned email type to see if the object is accessible, and if so, where it is located.  You may need to use a combination of loops and/or chaining to access this object. 


HTML Tags by Document Type

HTML Tags by Email Type


Accessing The CustomerBalances Tags


Assuming you have access to the CustomerBalances object, you must prefix the Customer object to the Balances object, which is prefixed to the name of the required tag.


Here is a chart displaying these use cases.


 
SyntaxExample

{{CustomerBalances.TagName}}
{{Customer.Balances.AllTotal}}


Overview


Tag Name
Description
Type
AllTotal
This the total value that the customer has outstanding.
Decimal Value
CurrentTotal
This is the value the customer has outstanding that is less than 30 days.Decimal Value
CustomerId
The id of the customer.Guid
FortyFiveDaysTotalThis is the value the customer has outstanding that is between 45 and 60 days.Decimal Value
NinetyDaysTotalThis is the value the customer has outstanding that is 90 days and over.Decimal Value
SixtyDaysTotal
This is the value the customer has outstanding that is between 60 and 90 days.Decimal Value
ThirtyDaysTotal
This is the value the customer has outstanding that is between 30 and 60 days.Decimal Value