The Open items statement table smart field puts an account statement table into the body of an email. The table lists everything still open on the customer's account: invoices with a balance, credit notes with an amount still unapplied, and payments with an amount still unapplied. The total the customer owes appears underneath. Use it when you want customers to see their full open position in the email itself, without having to open a PDF attachment.
Add the table to a template
Open the email template or email you want to edit.
Type {{ in the body to bring up the list of smart fields.
Find the Open items statement table smart fields and choose the time window you need (see below).
Select + to insert the smart field, then save the template.
Choose how far back the table goes
The smart field comes in five versions. Each one covers a different period:
Open items statement table (last 30 days):
{{ customer|open_items_table:30 }}Open items statement table (last 3 months):
{{ customer|open_items_table:90 }}Open items statement table (last 6 months):
{{ customer|open_items_table:180 }}Open items statement table (last 12 months):
{{ customer|open_items_table:365 }}Open items statement table (all time):
{{ customer|open_items_table:0 }}
The number is the number of days the table looks back from the moment the email is generated. For a different period, change the number in the smart field. For example, {{ customer|open_items_table:60 }} covers the last 60 days. Use 0 to include every open item, whatever its date.
The period is based on each item's own date: the invoice date for invoices, the issue date for credit notes, and the date paid for payments. An open item dated before the period does not appear. If you want the table to show everything the customer owes, use the all time version.
What the table shows
The table has four columns:
Date: the invoice date, credit note issue date or payment date, for example 5 Oct. 2026.
Activity: the reference, followed by what the item is:
invoices show their due date, for example INV-1001 - due on 4 Nov. 2026
credit notes show - credit note
unapplied payments show - unapplied payment
Amount: the full amount of the item.
Open Amount: what is still outstanding on an invoice, or the amount still unapplied on a credit note or payment.
Credit notes and unapplied payments show as negative amounts, because they reduce what the customer owes. The Total row at the bottom adds up the Open Amount column: open invoices minus unapplied credit notes and unapplied payments.
Rows are listed by date, oldest first.
Currencies
Amounts are shown in the customer's currency, with the ISO code in front (for example GBP 1,200.00). When an item is in a different currency, its amount in the original currency also appears in brackets underneath.
Which items are included
Invoices with a balance greater than zero that are not closed.
Credit notes with an unapplied amount. Voided or refunded credit notes are left out, as are credit notes deleted in your accounting system.
Payments with an unapplied amount. Voided payments and payments deleted in your accounting system are left out.
If your account uses dynamic filters to control which invoices, credit notes and payments customers see on the Customer Portal and statements, the same filters apply to this table. See Dynamic Filters for Customer Portal and Statements.
Good to know
Unapplied credit notes always appear in this table, including when your Open Items statement PDF is set up to list open invoices only. That setting controls the PDF and Excel statements, not this table. See Show Unapplied Credit Notes on the Open Items Statement.
The table covers the customer the email is about. Items belonging to linked customers are not included.
If the number in the smart field is not a valid number of days, the table covers the last 90 days.
To send a table of the customer's transactions instead, use the statement table smart field described in Smart Field to include the customer's statement in the email. To send a link to download the statement, see Smart Field to download the customer's statement.
For the full list of smart fields, see Using Smart Fields in written communication.