Declaration variables

Declaration variables allow you to create dynamic, personalised invoice declarations by automatically pulling relevant information into your templates. This makes declarations adaptable to each order without manual editing.

In this article we’ll cover:

• what declaration variables are.

• how they work within declaration templates.

• how to use declaration variables.

• benefits of using variables.

What are declaration variables?

Declaration variables are placeholders within a declaration template that automatically insert specific data when an order is created. For example, a variable could insert the patient’s name, the date, or the audiologist’s details.

How do variables work?

When you add variables to a declaration template, the system “pulls” the relevant information from the patient or order records and inserts it into the declaration at the correct place. This ensures your declarations are always accurate and personalised without manual input.

How to use declaration variables

To use a variable, simply type it into your declaration template enclosed in double curly braces {{ }}. For example:

In this example:

• {{patientName}} pulls in the patient’s full name

• {{invoiceTotal}} pulls in the total amount owed

• {{invoiceDate}} pulls in the date of the invoice

• {{invoiceDueDate}} pulls in the payment due date

• {{invoiceDiscount}} pulls in any discount applied

• {{brandName}} pulls in your organisation’s brand name

These variables will be replaced automatically when the declaration is used in an order.

Benefits of using declaration variables

• Consistency: Ensure declarations always use up-to-date and correct data.
• Efficiency: Save time by avoiding manual editing for each invoice.
• Personalisation: Tailor declarations to include specific patient or order details.

Using declaration variables helps streamline your invoicing process and enhances clarity for both your organisation and patients.