This guide explains how to use variables in EasyBilling to create dynamic content in your documents, adding customization and flexibility.

Dynamic Content Variables:
EasyBilling provides six key variables for inserting dynamic data:

• [CUSTOMER_NAME] (Customer Name)
• [CUSTOMER_ID] (Customer ID)
• [DOCUMENT_NUMBER] (Document Number)
• [DOCUMENT_DATE] (Document Date)
• [TOTAL_AMOUNT] (Total Amount)
• [TOTAL_AMOUNT_IN_WORDS] (Total Amount in Words)

These variables are enclosed in square brackets [].

Adding Variables to Your Documents:

1. Open a Document: Open the document you want to modify.
2. Insert Variables: Insert variables to add dynamic content. You can type the variable directly into the note field or select it from a dropdown menu (if available).



For example:

• To display the document date, insert [DOCUMENT_DATE].
• To add the quote total, enter: “The Quote Total is [TOTAL_AMOUNT]”.
3. Preview: Preview your document to confirm that the variables have been replaced with the correct data.

Using Variables in Other Areas:
Dynamic variables can also be used in other document areas, such as the footer or labels. For example:

• Add [DOCUMENT_NUMBER] to the footer.
• Insert [CUSTOMER_NAME] into the signature box.

Video: Use variables to load document content dynamically