Since this article was published, we have updated our Recurring Invoices feature. You can get updated information here.
Dynamic variables are smart tags on a recurring profile that are replaced with actual data when the invoice is generated. These tags can be used in Subject, Line Item Description & Notes fields.
We support the following tags. Please note that these tags must start and end with :: for Avaza to replace them with real values. Issue Date as the name suggests is the date that is set in the Issue Date field of the invoice.
Simple Tags | Issue Date | Result | Comments |
|---|---|---|---|
::Month(IssueDate):: | 10 July 2015 | 7 | Month function returns the month number of the invoice issue date. |
::Day(IssueDate):: | 10 July 2015 | 10 | Day function returns the day number of the invoice issue date. |
::Year(IssueDate):: | 10 July 2015 | 2015 | Year function returns the year of the invoice issue date. |
::MonthName(IssueDate):: | 10 July 2015 | July | Month Name function returns the full name of the month. |
These tags can be used together with other text and to turbo boost them you can also add or subtract days or months. We have listed a few examples below however you can use them in any combination based on your own requirements.
Scenario | Combination Tags | Example Issue Date | Example Frequency | Result |
|---|---|---|---|---|
For current month and year. You can enter some text and then two tags with a space between them. | For month of ::MonthName(IssueDate):: ::Year(IssueDate):: | 10 July 2015 | Every 1 Month | For month of July 2015 |
For next month use Add Months function as per this example. | For month of ::MonthName(AddMonths(IssueDate,1)):: ::Year(AddMonths(IssueDate,1)):: | 10 July 2015 | Every 1 Month | For month of August 2015 |
For last month. Add -1 to the Add Months function. | For month of ::MonthName(AddMonths(IssueDate,-1))::::Year(AddMonths(IssueDate,-1)):: | 10 July 2015 | Every 1 Month | For month of June 2015 |
Note that even if next month is in a new year the function gets the correct result. | For month of ::MonthName(AddMonths(IssueDate,1)):: ::Year(AddMonths(IssueDate,1)):: | 10 Dec 2015 | Every 1 Month | For month of January 2016 |
For 2 month range. It can be any range as far as it is consistent with the frequency of the recurring profile. | This invoice covers ::MonthName(IssueDate):: ::Year(IssueDate):: to ::MonthName(AddMonths(IssueDate,2)):: ::Year(AddMonths(IssueDate,2)):: | 10 July 2015 | Every 2 Months | This invoice covers July 2015 to Aug 2015 |
For last 7 days. It can be any date range as far as it is consistent with the frequency of the recurring profile. | Service fee for ::Day(AddDays(IssueDate,-6)):: ::MonthName(AddDays(IssueDate,-6)):: ::Year(AddDays(IssueDate,-6)):: to ::Day(IssueDate):: ::MonthName(IssueDate):: ::Year(IssueDate):: | 10 July 2015 | Every 7 Days | Service fee for 4 July 2015 to 10 July 2016 |
Technical Notes:
Functions:
int Month (Date) – returns the month number. expects a Date parameter
int Day (Date) – returns the day number. expects a Date parameter
int Year (Date) – returns the year number. expects a Date parameter
Date AddDays(Date, int) – takes a date parameter, and number of days integer to add/subtract. returns Date
Date AddMonths(Date, int) – takes a date parameter, and number of days integer to add/subtract. returns Date
string MonthName(Date) – returns the month name. Expects a Date parameter
Variables:
IssueDate – is a Date.
