Complete Placeholder Reference
How Placeholders Work
Placeholders are tags you insert in your templates. At send time, Paymely replaces them with the customer's real data.
How to insert: Click the Insert placeholder button in the editor toolbar. A dropdown shows all available placeholders — click to insert.
Important: Always use the toolbar button to insert placeholders. Do not type them manually.
Example:
- In the template:
Hello [Customer Name], your balance of [Amount Due] is overdue. - Sent to John Smith with $450 due:
Hello John Smith, your balance of $450.00 is overdue.
Placeholders — Customer
| Placeholder | Replaced with | Example |
|---|---|---|
| Customer Name | Customer first + last name | John Smith |
| Email address | john@example.com | |
| Phone | Phone number | (514) 555-0100 |
Placeholders — Financial
| Placeholder | Replaced with | Example |
|---|---|---|
| Amount Due | Formatted outstanding balance | $1,250.00 |
| Amount Paid | Amount already paid | $500.00 |
| Remaining Balance | Remaining amount to pay | $750.00 |
| Due Date | Formatted due date | March 15, 2025 |
| Days Since Overdue | Number of days past the due date | 7 |
| Installment Amount | Amount per payment cycle (if frequency set) | $100.00 |
Placeholders — Discount (if discount active on schedule)
| Placeholder | Replaced with | Example |
|---|---|---|
| Discounted Total | Amount after discount | $1,062.50 |
| Discount Amount | Value of the discount | $187.50 |
| Discount Deadline | Deadline to benefit from discount | January 30, 2025 |
These placeholders only produce content if an active discount is configured on the schedule. Otherwise, they are replaced by an empty string.
Placeholders — Settlement Offer (if active offer)
| Placeholder | Replaced with | Example |
|---|---|---|
| Settlement Amount | Amount proposed in the settlement offer | $875.00 |
| Offer Expiry Date | Offer expiry date | February 28, 2025 |
These placeholders only work in templates assigned to a settlement sequence.
Placeholders — Company
| Placeholder | Replaced with | Example |
|---|---|---|
| Company Name | Your company name | Dupont Services Inc. |
| Current Date | Today's date (company timezone) | January 14, 2025 |
Placeholders — Custom Fields
If you have added custom fields to your customer, they automatically appear in the placeholder dropdown with a custom_ prefix.
Example: For a custom field file_number → appears as Custom: File Number in the toolbar dropdown.
The key must match exactly (case-sensitive) the custom field name on the customer.
Render Language
Placeholders are rendered in the customer's language (Language Preference field on the customer profile).
- FR customer → FR template used + dates/currency formatted in French
- EN customer → EN template used + dates/currency formatted in English
Insert a Placeholder in the Editor
Use the Insert placeholder button in the editor toolbar. A dropdown shows all available placeholders organized by category — click to insert. This ensures the correct format is always used.
Unresolved Placeholders
If a placeholder cannot be resolved (e.g., the customer has no phone number), it is replaced by an empty string (the text disappears). Make sure required fields are filled in on the customer profile before sending.