We can data source when creating a Dunning template using the free maker, Several invoice fields are available and we can source these data into the template.
To identify invoice fields for inclusion in dunning templates:
- If you are an administrator, go to Setup > Dunning > Email Template Invoice Fields.
If you are using other roles, go to Dunning > Setup > Email Template Invoice Fields.
- On the Email Template Invoice Fields page, in the Invoice Field ID, enter the ID of the invoice field
whose data you want to include in email and PDF templates.
Make sure that the field ID you enter is valid and not listed in the Current Invoice Fields in the
Email Template. Otherwise, an error is displayed, which means the field ID you entered is already
available for inclusion in dunning templates, or no such field ID exists.
You can refer to the list of Field IDs for the Transaction record type from the Records Browser,
under the Search Columns section.
- After entering the field ID, click Add Invoice Field. Continue adding invoice field IDs as necessary.
The invoice fields of the IDs you entered can be included in any dunning email or PDF template you
will create or edit using FreeMarker