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Widget Use

Renders EFT (direct deposit) payment information, such as BSB and account numbers, plus invoice details, in the body of the EFT Account Payment email. This email is sent to users who pay invoices or pay down their account balance using EFT.

 

Example of Widget Use

Following is an example of the widget in use:



Where can the Widget be placed?

The widget can be used in the following templates:

  • EFT Account Payment Email Template

 

Widget Options

OptionUseCommentsAvailable from Version
DescriptionA short description of the widget's use.We recommend this field be updated so the widget's purpose is clear at a glance from the template page.All
LayerThe layer the widget is valid for.

The layering technology allows for the content to be shown to specific audiences.

This is handy if the content is only valid for a certain type of user, or if the same widget is required for more than one audience, but different configuration is needed.

The widget can be added to the zone more than once and the layer feature can determine which audience can see each widget. 

All
GreetingThe personalised salutation. Placeholder {0} is replaced with the firt name, and {1} is replaced with the last name.Default is: Hi, {0}4.00
Payment InstructionThe instruction text displayed above the EFT payment information.Default is: Thank you, please make payment for your account using the following details:4.00
BSB LabelThe label for the BSB field.Default is: BSB:4.00
Account Number LabelThe label for the account number field.Default is: Account Number4.00
EFT Reference LabelThe label for the reference field.Default is: Payment Reference4.00
Amount LabelThe label for the payment amount field.Default is: Amount4.00
Customer Code LabelThe label for the account code field.Default is: Customer4.00
Customer Name LabelThe label for the account name field.Default is: Customer Name4.00
Entered By LabelThe label for the entered by field.Default is: Entered By4.00
Bank Receipt LabelThe label for the receipt number field.Default is: Bank Receipt Number4.00
Payment Note LabelThe label for the payment note field.Default is: Payment Note4.00
Payment Summary LabelThe label for the payment summary field.Default is: Payment Summary4.00
Invoice Number Column LabelThe heading for the invoice number column.Default is: Invoice Number4.00
Invoice Date Column LabelThe heading for the invoice date column.Default is: Invoice Date4.00
Invoice Paid Amount Column LabelThe heading for the amount paid column.Default is: Paid4.00
Invoice Discount Column LabelThe heading for the discount column.Default is: Discount4.00
Thank You StatementThe thank you message displayed at the end of the email. The placeholder {0} is replaced with the Company name.Default is: Thanks for your payment to {0}. Your account's amount owing will be updated when payment is verified.4.00

 

 

Other Widgets

  • Page:
    Account Payment Detail Widget Renders the payment detail information in the body of the various Account Payment confirmation emails. Information includes (but is not limited to) the order number, account number, invoice, and amount paid.
  • Page:
    Dashboard Recent Invoices Widget — Displays the logged in user's 5 most recent invoices, with a link to each invoice in detail, as well as a 'View All' option.
  • Page:
    Dashboard Account Status Widget — Displays a list of the user's customer account status, including balance owing and payment terms, as well as links to statements and the account payment page.
  • Page:
    Dashboard Articles Widget — Displays a list of the site's news articles, with an image, title, a 'read more' link, and the article expiry date.
  • Page:
    Dashboard Product Favourites Widget — Displays a list of the user's top 5 favourite products, with links to each product page, as well as an add to cart button.
  • Page:
    Dashboard Back Orders Widget — Displays a list of the user's backorders with links to the order detail page.
  • Page:
    Social Sharing Plugin Widget — Acts as a placeholder to output customised javascript based on content from Add This (social network Share buttons, for example).
  • Page:
    Return Lines Widget Where product Returns functionality is in use, renders the return order lines (product, quantity, price, etc.) on the return entry page.
  • Page:
    Return Information Widget — Where product Returns functionality is in use, renders the details input section (reason, number of parcels) on the returns entry page.
  • Page:
    Return Confirmation Summary and Lines Static Widget Where product Returns functionality is in use, renders the return order lines (product, quantity, price, etc.) on the confirmation page after the user submits their return request.
  • Page:
    Return Confirmation Return Info Widget Where product Returns functionality is in use, renders the return details (reason, number of parcels) on the confirmation page after the user submits their return request.
  • Page:
    Return Confirmation Address Widget Where product Returns functionality is in use, renders the pickup address details on the confirmation page after the user submits their return request.
  • Page:
    Return Confirmation Message Widget Where product Returns functionality is in use, renders messages to the user on the confirmation page to advise that their return is in progress + next steps.
  • Page:
    APR Verification Required Widget Where Auto Part (B2B) Registration + automatic approval functionality is in use, renders the message content to the new user, advising that they must verify their email address in order to be approved.
  • Page:
    APR Auto Approval Notification Widget Where Auto Part (B2B) Registration + automatic approval functionality is in use, renders the message content to the admin to advise that a new user is in the process of being automatically approved.