Insert a Transaction Table into Emails

You can insert a Transaction Table for those transactions be chased, to better format your outbound Credit Hound Cloud emails.

By default, the following columns appear in the Transaction Table:

Read on for the steps on how to insert a formatted transaction table into your Credit Hound Cloud emails.

Insert Transaction Table into Manual Emails

Using the Transaction Table option in the email editor, you can have a pre-formatted table of the transactions you are chasing to be inserted into your email. Note: Please ensure you select at least one transaction before clicking the Transaction Table button:

1. Open up the Customer that you want to email. You can find them from the Customer List.
2. In the Transaction list, tick the transactions that you want to include in the email.
3. Click the Send Email button. This will open up the email dialog.
4. Click the Transaction Table button from the email editor menu.
5. The structure and custom fields for the Transaction Table will be automatically inserted into your email where your mouse cursor is placed.

Insert Transaction Table into Email Templates

1. Go to Settings > Email Templates.
2. Click Add New Template, if creating a new template.
3. The Email Editor will appear.
4. Click in the body where you would like to position and insert your transaction table.
5. Click the Transaction Table button from the email editor menu.
6. The structure and custom fields for the Transaction Table will be automatically inserted into your email where your mouse cursor is placed.
7. Compose the rest of your email template and click Create once happy.

Insert a Transaction Table in an existing Email Template

If you already have existing email templates that are formatted with the transactions inside the {{#transactions}} email custom fields section, you can replace this with a pre-formatted table by following the steps below.

1. Go to Settings > Email Templates.
2. Click Edit on an individual template from the main Email Templates screen.
3. This opens the Edit Email Template dialog box.
4. Remove the following transactions custom fields section:

{{#transactions}}

Transaction Reference: {{transactionRef}},

was due on {{dueDate}} for {{outstandingAmount}}

{{/transactions}}

• 5. Click in the body of the email where you want the table and then click the Transaction Table button from the email editor menu.
• 6. The structure and custom fields for the Transaction Table will be automatically inserted into your email where your mouse cursor is placed.
• 7. Check the rest of your email template and click Save once happy.