How to Setup Statement Templates

Shopfront features customisable statement templates to provide your own look and feel to customer account statements. A statement is emailed as a PDF attachment with a body of text. To modify or create a statement template, complete the following:
Note: Your subscription requires the Standard Plan to enable this feature.
- Select the Menu icon
- Select Setup
- Select Statements
- Select + New (to create a new template) or click Edit on the existing template you wish to modify
List of Components and Settings:
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Overview |
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Credit Terms |
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Modify Email Signature
In addition to fully customisable statements Shopfront also offers the ability to modify the outgoing automatic email template. The subject line can be customised as well as the email body including your signature line.
- Select the Menu icon
- Select Setup
- Select Statements
- Select Configure
Reply to address | Enter an email address replies to the statement email will be directed to. |
Subject Template |
Modify the automatic subject line. Please note; The {start} to {end} section is linked to the specific statement and will be generated automatically. For other dynamic fields to use please see the list below. |
Template | Add your message to the customers. This can include a greeting, body text, and individual signature. |
List of Dynamic Fields
The dynamic fields listed below can be added to the statement email body. These fields will automatically be populated given the corresponding data has been entered for a customer.
{customer.code} |
{customer.company} |
{customer.name} |
{customer.firstName} |
{customer.lastName} |
{customer.businessNumber} |
{customer.birthday} |
{customer.gender} |
{customer.emails} |
{customer.fax} |
{customer.phone} |
{customer.mobile} |
{customer.website} |
{customer.twitter} |
{customer.facebook} |
{customer.billing.addressStreet1} |
{customer.billing.addressStreet2} |
{customer.billing.addressSuburb} |
{customer.billing.addressPostcode} |
{customer.billing.addressCountry} |
{customer.billing.addressState} |
{customer.billing.region} |
{customer.delivery.addressStreet1} |
{customer.delivery.addressStreet2} |
{customer.delivery.addressSuburb} |
{customer.delivery.addressPostcode} |
{customer.delivery.addressCountry} |
{customer.delivery.addressState} |
{customer.delivery.region} |
{customer.invoiceMessage} |
{customer.comments} |
{orderReference} |
{customer.customerGroup.name} |
{customer.loyaltyEnabled} |
{customer.loyaltyRate} |
{customer.loyaltyPoints} |
{customer.disablePromotions} |
{customer.priceList.name} |
{customer.specialPricing} |
{customer.priceRule} |
{customer.priceRuleAmount} |
{customer.accountLimit} |
{customer.currentOwing} |
Frequently Asked Questions
Why is the sender of a statement email displayed as Shopfront when an email is received?
The sender will be displayed as Shopfront when a reply email hasn't been specified in the configuration section of the statement. Once a reply to address has been entered, it will default to your selected outlet's name, or the first outlet name if you are in global mode.
Can I assign a statement template to a customer group?
You can assign a statement to a customer group when Allow Account Sales is enabled for a customer group.