---
title: "Insert a Transaction Table into Emails"
slug: "insert-a-transaction-table-into-emails"
updated: 2023-04-11T08:53:26Z
published: 2023-04-11T08:53:26Z
canonical: "docs.credithoundcloud.com/insert-a-transaction-table-into-emails"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.credithoundcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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:

| **Type** | **Trans No** | **Date** | **Due Date** | **Transaction Amount** | **Outstanding Amount** |
| --- | --- | --- | --- | --- | --- |
| Transaction Type | Transaction Number | Transaction Date | Transaction Due Date | Transaction Amount | Transaction Outstanding Amount |

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:

![TransactionTable_ManualEmail2](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/TransactionTable_ManualEmail2.gif)

1. Open up the [**Customer**](/v1/docs/the-customer-screen) that you want to email. You can find them from the [Customer List](/v1/docs/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.

Additional Information

- Clicking on the Transaction Table button will insert a Transaction Table into the email content.
- Please ensure you select at least one transaction before clicking the Transaction Table button. The table only displays transactions that have been selected.
- The **Total** row will only appear when all the selected transactions have the same currency.

## Insert Transaction Table into Email Templates

![TransactionTable_AddNewTemplate2](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/TransactionTable_AddNewTemplate2.png)

1. Go to Settings > [Email Templates](/v1/docs/managing-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](/v1/docs/email-custom-fields) section, you can replace this with a pre-formatted table by following the steps below.

![TransactionTable_EmailTemplate](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/TransactionTable_EmailTemplate.gif)

1. Go to Settings > [Email Templates](/v1/docs/managing-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.

Use Email Templates in Manual and Automated EmailsRemember, email templates can be used in both manual emails and automated emails sent by Collection Paths.