Overview
Merge fields, also known as tokens, can be used to pull dynamic information from contacts in Finalsite Enrollment into various parts of the system. To learn more about the various uses for merge fields, click here.
The merge fields described in this article are specifically for clients using the Finalsite Enrollment Billing module. For information about Contract Merge Fields that can be used with the Enrollment module, click here.
Merge fields can be added to a template through the Merge Field Picker or by typing/copying them directly into the body of the template. Learn more in our 'How to Pull in Dynamic Information' section here. Below are some of the key billing-related merge fields available to you.
Please Note
Some of these merge fields use the Contact category, while others use the Recipient category. Merge tokens that begin with Statement will only work within the billing email templates, i.e. they will not work in custom email templates.
Autopay Merge Tokens
Billing Autopay Enabled
Displays a value of true (yes) or false (no) depending on whether autopay is enabled for the parent/guardian's billing account. You will need to use the Recipient category for this merge token since Autopay is set per billing account, not per student.
-
Merge Field: {{recipient.billing_autopay_enabled}}
-
Example: false
Additional Autopay Merge Tokens
-
{{statement.autopay_dates}}, {{recipient.autopay_billing_days}}, and {{contact.autopay_billing_days}} - These all display the payer's Autopay dates.
-
{statement.formatted_next_autopay_amount}} - Displays the payer's next Autopay amount due.
- {{statement.next_autopay_date}} - Displays the payer's next Autopay date.
Student Overdue
Displays a value of true (yes) or false (no) depending on if the student (contact) is currently overdue.
-
Merge Field: {{contact.billing_contact_overdue}}
-
Example: true
Account Overdue
Displays a value of true (yes) or false (no) depending on whether the billing account is currently overdue.
-
Merge Field: {{recipient.billing_overdue}}
-
Example: true
Account Overdue Date
Displays the date on which the billing account is overdue. Formatted as MM/DD/YYYY or DD/MM/YYYY, depending on localization settings.
-
Merge Field: {{recipient.billing_overdue_at}}
-
Example: 05/01/2020
Billing Payment Method
Displays the billing payment method on file (for autopay only).
-
Merge Field: {{recipient.billing_payment_method}}
-
Example: Credit Card
Current Account Balance
Displays the current remaining balance for the billing account. Formatted with decimal points but no currency sign.
-
Merge Field: {{recipient.current_account_balance}}
-
Example: 8100.00
Current Student Balance
Displays the current remaining balance for the student (contact). Formatted with decimal points but no currency sign.
-
Merge Field: {{contact.current_contact_balance}}
-
Example: 8100.00
Next Account Balance
Displays the next balance due for the billing account. Formatted with decimal points but no currency sign.
-
Merge Field: {{recipient.next_account_balance}}
-
Example: 8100.00
Next Student Balance
Displays the next balance due for the student (contact). Formatted with decimal points but no currency sign.
-
Merge Field: {{contact.next_contact_balance}}
-
Example: 8100.00
Next Account Billing Date
Displays the next billing date for the billing account. Formatted as MM/DD/YYYY or DD/MM/YYYY, depending on localization settings.
-
Merge Field: {{recipient.next_account_billing_date}}
-
Example: 06/01/2020
Total Account Balance
Displays the total balance due for the billing account. Formatted with decimal points but no currency sign.
-
Merge Field: {{recipient.total_account_balance}}
-
Example: 8100.00
Total Student Balance
Displays the total balance due for the contact (student). Formatted with decimal points but no currency sign.
-
Merge Field: {{contact.total_contact_balance}}
-
Example: 8100.00
Comments
0 comments
Article is closed for comments.