The example email template that can optionally be created the first time the Email Templates window is opened provides a sample of how an email template can be composed. When a final statement is generated for a client who is set up to receive email statements, the email template variables will be replaced by information available in Tabs3. The following examples show how variables will be replaced with appropriate values.

Subject Example      
Code   Generated Text  
Your statement from <<Firm Name>> is attached.   Your statement from Jensen, Martin & Anderson, P.C. is attached.  
Statement for «Client Full Name» dated
«Statement Date».		   Statement for Peterson Insurance Co. dated 11/01/2026.  
       
Body Example      
Code   Generated Text  
Dear <<Bill To Name>>,   Dear Peterson Insurance Co.,  
Dear <<Contact Full Name>>,   Dear Paul Franklin,  
Please remit $<<Balance Due>> within
<<Grace Period Days>> days.		   Please remit $1,780.74 within 30 days.  
<<Online Payment Begin Text>><<Online Payment “Click Here”>> to pay your bill online.<<Online Payment End Text>>   Click Here to pay your bill online.  

Summary

When creating an email template, keep in mind that the variables will be replaced. When used properly, variables are a powerful tool to ensure that each client receives unique information without having to manually enter client-specific data for each email.

To confirm how the variable will be replaced, run a final statement for a client and preview the email in the Email Statements window. If you do not want the final statement to be processed, unbill the final statement, which will remove the email message from the Email Statements window.

See also:   Email Template Variables
  Email Templates Window
  Email Statements Window