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 Transaction 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 Transaction Tags

Assuming you have access to the Transaction object, you must do one of the following:

1. Prefix the object's name to the required tag

2. If the object itself is a list type, then the object must be looped. The tags and/or sub-object tags should be nested within the loop.

Here is a chart displaying these use cases.

<!-- {{#each  Transactions}} -->
        {{TagName}} <br />
<!-- {{/each}} -->
<!-- {{#each Transactions}} -->
        {{TransactionNumber}} <br />
<!-- {{/each}} -->


Tag Name
AmountThis is the total amount of the invoice, entry or payment.Decimal Value
DateThis is the posted date of the order, the created date of the entry or the payment date of the payment.Date/Time
NameThis is the name of the order, the name of the entry or 'payment received' for a payment.Text
PurchaseOrderNumberThis is the purchase order from an order.Text
TransactionNumberThis is the order number or entry number.Text