Templates and variables

Zipalti uses customizable templates for payees:

• Email templates - Zipalti automatically sends these emails to payees on behalf of the payer. All emails use the payee language indicated on the payee's account in the Zipalti Hub (the default is English).
• Invoice PDF template - Invoices display in the iFrame/ Supplier Hub.

Emails generated through use of Zipalti's sandbox environment show "[Sandbox]" in the subject line.

You can modify the following templates in the Zipalti Hub (see Edit templates for how-to steps).

Template name	Template description	Applicable variables & descriptions
Payer ACH debit cap	Notify banking errors email when account is over the ACH debit cap
Payment incomplete	Alert payee when payment can't be processed	AmountSubmitted - Amount of the submitted payment InvoiceList - Lists all invoices in a payment group/ file PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer PaymentMethod - Payment method used for the payment order POErrorReason - Reasons why a payment order failed UserName - Name of Zipalti Hub user
Payment completed	Confirm payment is processed to payee	AmountReceivedByPayee - The payment amount received by the payee (only displays if the submitted currency is different than the payee currency) AmountSubmitted - Amount of the submitted payment CurrencySubmittedReplace - Payment currency requested in payment instructions (via the upload file or API) DateSubmitted - Date the payment order is submitted by the payer InvoiceList - Lists all invoices in a payment group/ file NetAmount - Amount paid to the payee (after fee deductions) NotificationPanel - Custom message (coordinated, in advance, between the payer and Zipalti) PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayeePaymentCountryCode - Country code where the payee receives payments PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer PaymentEmailSubjectReplace - EmailMessage defined in payment file or ProcessPayments/ TestPayments APIs PaymentExchangeRate - Exchange rate used to convert payment into currency requested by payee PaymentMessage - BankingMessage or EWalletMessage defined in payment file or ProcessPayment/ TestPayments APIs PaymentMessageBaseReplace - EWallet message defined in payment file or ProcessPayment/ TestPayments APIs PaymentMethod - Payment method used for the payment order PaymentMethodUnit - Type of payment method PaymentOrderHasInvoices - Indicates if there are invoices for this payment PaymentPayeeFeesReplace - Payee transaction fees for the payment order PaymentProviderAmountReplace - Amount sent to payee (after deduction of fees) in currency selected by payee PaymentProviderCurrencyReplace - Currency selected by payee for receiving payments PaymentRemittanceInfo - Displays a table of all fees, invoices, tax withholding and vendor credits related to the payment PaymentValueDateReplace - Date the payment is sent to payee ShowPaymentExchangeRate - If TRUE, PaymentExchangeRate displays the exchange rate value. If FALSE, no exchange rate displays. UserName - Name of Zipalti Hub user WithholdingTaxAmount - Amount of tax withheld from a payment WithholdingTaxAmountUSD - Amount of tax withheld from a payment (in USD)
Payment scheduled (unpayable)	Alert payee when scheduled payment is submitted but is unpayable	InvoiceList - Lists all invoices in a payment group/ file PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer POErrorReason - Reasons why a payment order failed ScheduledDate - Date the payment is scheduled to be paid
Payment submitted	Confirm payment is submitted and approved to payee	AmountSubmitted - Amount of the submitted payment CurrencySubmittedReplace - Payment currency requested in payment instructions (via the upload file or API) DateSubmitted - The date the payment order is submitted by the payer InvoiceList - Lists all invoices in a payment group/ file PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer PaymentEmailSubjectReplace - EmailMessage defined in payment file or ProcessPayments/ TestPayments APIs PaymentExchangeRate - Exchange rate used to convert payment into currency requested by payee PaymentMessage - BankingMessage or EWalletMessage defined in payment file or ProcessPayment/ TestPayments APIs PaymentMessageBaseReplace - EWallet message defined in payment file or ProcessPayment/ TestPayments APIs PaymentMethod - Payment method used for the payment order PaymentMethodUnit - Type of payment method PaymentPayeeFeesReplace - Payee transaction fees for the payment order PaymentRemittanceInfo - Displays a table of all fees, invoices, tax withholding and vendor credits related to the payment WithholdingTaxAmount - Amount of tax withheld from a payment WithholdingTaxAmountUSD - Amount of tax withheld from a payment (in USD)
Payment error	Alert payee when payment order has an error
Payee approved	Update payee when pending payee record is approved	PayerName - Name of payer UserName - Name of Zipalti Hub user
Payee info required	Request payee to send updated info for a pending record
Payee declined	Alert payees when pending payee record is declined	PayerName - Name of payer Reason - Reason for approving a bill UserName - Name of Zipalti Hub user
Supplier Hub login updated	Notify payee when their Supplier Hub login email is updated
Supplier Hub registration	Confirm payee registration to the Supplier Hub	PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer SupplierHubUrl - URL to the Supplier Hub
Supplier Hub invitation	Invite payees to register for the Supplier Hub	PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer SupplierHubUrl - URL to the Supplier Hub
Supplier Hub password recovery	Request payee to recover password for the Supplier Hub	PayerName - Name of payer UserName - Name of Zipalti Hub user
Multi FX confirmation	Update users when their FX conversions are completed
Multi FX conversion approved	Update users when their FX conversions are approved by payer
Payee local currency	Notify payees when payments become available in their currency
Payee local wire transfer	Notify payees when wire transfer payments become available in their currency
Bill created	Update 'bill notification' users when new invoices are created
Bill submitted	Notify invoice sender when an invoice is submitted via email
Bill sent back to AP	Update approvers when an approved bill is sent back to AP
Bill deleted	Notify approvers when a bill is deleted
Compliance verify address	Request additional documents from payees to verify address
Compliance verify IP address	Request additional documents from payees to verify IP address
Compliance verify company	Request additional documents from payees to verify company details
Compliance verify details	Request additional documents from payees to verify their details
Document submitted	Notify document approvers when a payee submits an explanation
Document uploaded	Notify document approvers when a payee uploads documents
Document rejected	Alert payees when their explanation or documents are rejected	PayeeIDAP - Payee identifier provided by the payer. PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerName - Name of payer RejectedReason - Reason why a document was rejected
Payee invoice hardcopy required (payable)	Request a hard copy invoice from payable payees	PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer
Payee invoice hardcopy required (unpayable)	Request a hard copy invoice from unpayable payees	PayerName - Name of payer ScheduledDate - Date the payment is scheduled to be paid UserName - Name of Zipalti Hub user
Payee invoice approval (payable)	Request payable payees to view and approve an invoice
Payee invoice approval (unpayable)	Request unpayable payees to view and approve an invoice
Payee details updated	Confirm payee account details are updated	PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerName - Name of payer
Payee email updated	Notify payee's previous email when email address is updated	NewEmail - New email address of the payee (entered in the setup process or API call) PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerName - Name of payer
Bill auto-pay failed	Alert 'submit payment' and 'process bill' users when an auto pay process failed
Bill auto-pay partially failed	Alert 'submit payment' and 'process bill' users when an auto pay process partially failed
Bill fully paid	Confirm a bill is fully paid by vendor credit to payee	InvoicesSuffix - Indicates if one or more invoices are in the email MultipleInvoices - Indicates if one or more invoices were paid by vendor credit MultipleVendorCredits - Indicates if one or more vendor credits were used PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity for the payment PaymentRemittanceInfo - Displays a table of all fees, invoices, tax withholding and vendor credits related to the payment VendorCreditsSuffix - Indicates if one or more vendor credits are in the email
Bill sent back to AP	Alert all 'process bill' users when an approver sends a bill back to AP
Payee invoice disputed	Alert payees when an invoice is disputed	Date - Current date InvoiceNumber - The invoice number specified on the invoice PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity Reason - Reason for approving a bill
PayPal onboarding	Remind payees who have 90 days to select a currency for PayPal
PayPal select currency	Notify payees when they need to select a currency for PayPal
PayPal new currency	Update payees who use USD for PayPal when another currency is allowed
Supplier Hub reset verification	Notify payees when the payer resets their 2-step verification
Supplier Hub verify account changes	Send verification codes to payees for account detail changes
Supplier Hub invitation	Invite payees to register for the Supplier Hub	PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer SupplierHubUrl - URL to the Supplier Hub
Compliance payee request	Notify risk operator email when payee was sent request for compliance
Compliance risk notice	Alert risk operator email to send a request to payee for compliance	PayeeIDAP - Payee identifier provided by the payer PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer UserName - Name of Zipalti Hub user
Compliance documents approved	Update payees when their compliance trigger case is cleared
Supplier Hub account unlocked	Update payees when their Supplier Hub account is unlocked	PayerName - Name of payer UserName - Name of Zipalti Hub user
Tax form expiration notice	Remind payees when their tax form is about to expire in 7 days
Tax form expired	Alert payees when their tax form has expired	DateOfExpiration - Tax form expiry date PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer TaxFormType - Type of tax form submitted by payee UserName - Name of Zipalti Hub user
Tax form invalid	Alert payees when their tax form is marked invalid by the payer	PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer
Tax form TIN invalid	Alert payees when their TIN validation fails	IrsFailureType PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerName - Name of payer
Tax form Non-US invalid	Update payees when their non-US declaration form is declared invalid	PayeeIDAP - Payee identifier provided by the payer PayeeName - Payee name (first + last OR company name) entered during setup process or API call PayerEntityBrandName - Brand name of payer entity PayerName - Name of payer
Tax form W-9 imported	Update admin email when TIN can't be validated and W-9 tax info is imported