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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.
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.
| Syntax | Example | |
1 | {{Transaction.TagName}} | {{Transaction.Name}} |
2 | <!-- {{#each Transactions}} --> {{TagName}} <br /> <!-- {{/each}} --> | <!-- {{#each Transactions}} --> {{TransactionNumber}} <br /> <!-- {{/each}} --> |
Overview
| Tag Name | Description | Type |
| Amount | This is the total amount of the invoice, entry or payment. | Decimal Value |
| Date | This is the posted date of the order, the created date of the entry or the payment date of the payment. | Date/Time |
| Name | This is the name of the order, the name of the entry or 'payment received' for a payment. | Text |
| PurchaseOrderNumber | This is the purchase order from an order. | Text |
| TransactionNumber | This is the order number or entry number. | Text |