The Merge Field button is shown below. Click on it to bring up the available options.
Account
Field Name | Merge Field
Current Date[CURRENT_DATE]
ACCT:
Field Name | Merge Field
Account Name [ACCOUNT_NAME]
ACCT: Balance Due[ACCT_BALANCE_DUE]
ACCT: Billing Address1[BILLING_ADDRESS1]
ACCT: Billing Address2[BILLING_ADDRESS2]
ACCT: Billing City[BILLING_City]
ACCT: Billing State[BILLING_STATE]
ACCT: Billing Zip[BILLING_ZIP]
ACCT: Business Name[BUSINESS_NAME]
ACCT: [Custom Field Name][CUSTOM_FIELD1]
ACCT: Email[EMAIL]ACCT: Fax[FAX]
ACCT: First Name[FIRST_NAME]
ACCT: Last Invoice Amt[LAST_INV_AMT]
ACCT: Last Invoice Date[LAST_INV_DATE]
ACCT: Last Name[LAST_NAME]
ACCT: Lead Source[ACCT_LEAD_SOURCE]
ACCT: Next Job Date/Time[NEXT_JOB_DATE]
ACCT: Payment Terms[PAYMENT_TERMS]
ACCT: Phone1[PHONE1]
ACCT: Phone2[PHONE2]
ACCT: Phone3[PHONE3]
ACCT: Reference[ACCT_REFERENCE]
ACCT: Salutation[SALUTATION]
ACCT: Acquisition Date[ACQUISITION_DATE]
Company
This set of Merge Fields pulls your company information for the subscription.
Field Name | Merge Field
COMPANY: Address1[COMPANY_ADDRESS]
COMPANY: Address2[COMPANY_ADDRESS2]
COMPANY: City[COMPANY_CITY]
COMPANY: Email[COMPANY_EMAIL]
COMPANY: Fax[COMPANY_FAX]
COMPANY: Legal Name[COMPANY_LEGAL_NAME]
COMPANY: Name[COMPANY_NAME]
COMPANY: Phone[COMPANY_PHONE]
COMPANY: Phone2[COMPANY_PHONE2]
COMPANY: State[COMPANY_STATE]
COMPANY: WebSite[COMPANY_WEBSITE]
COMPANY: Zip[COMPANY_ZIP]
USER: User First Name[USER_FIRST_NAME]
USER: User Last Name[USER_LAST_NAME]
USER: User First & Last Name[USER_FIRST_AND_LAST_NAME]
Site
Field Name | Merge Field
JOB: End Date[JOB_END_DATE]
JOB: End Date/Time[JOB_END_DATE_TIME]
JOB: End Time[JOB_END_TIME]
JOB: Start Date[JOB_START_DATE]
JOB: Start Date/Time[JOB_START_DATE_TIME]
JOB: Start Time[JOB_START_TIME]
Order
Field Name | Merge Field
ORDER: Order Total[ORDER_TOTAL]
ORDER: Due Date[ORDER_DUE_DATE]
ORDER: Balance Due[ORDER_BALANCE_DUE]
ORDER: Grand Total[ORDER_GRAND_TOTAL]
ORDER: Number[ORDER_NUMBER]
ORDER: Order Date[ORDER_DATE]
ORDER: Type[ORDER_TYPE]
Package Subtotal[PACKAGE_SUBTOTAL_]
Package Name[PACKAGE_NAME_]
Site
Field Name | Merge Field
SITE: Address1[SITE_ADDRESS1]
SITE: Address2[SITE_ADDRESS2]
SITE: City[SITE_CITY]
SITE: State[SITE_STATE]
SITE: Zip Code[SITE_ZIP]