Easily Insert Smart Field from the Incentive Agreement

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Put fillable fields and designate them to a certain receiver.
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How to Insert Smart Field from the Incentive Agreement

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good afternoon everyone and welcome to another in our ongoing series of rally ware webinars you may have seen toward the end of june there was a press release put out about rally where launching their new incentives and recognition suite so what were going to focus on today is not necessarily what that suite consists of but the effect that sweet the positive effects that sweet has had for our customer base out there im very excited to introduce to you two members of the rally war team who have been up to their elbows in incentives and recognition the first wholl kick off for us today is dan omara he is our vice president of sales and christina olsen she is in our customer success group and theyve been working with customers both inside and outside of direct selling industry who are leveraging the new incentives and recognition suite and today were going to focus on what theyve seen inr as we affectionately call it can do for distributors out there so dan im going to go ahead an

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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What is contract invoicing?

Contract invoicing is a chargeable additional service that enables invoicing customers at regular intervals based on a customer-specific contract.

Can an invoice amount to a contract?

An invoice, by itself, is not enough to create a legal contract between a buyer and a business. However, in order to create a legally binding agreement in the eyes of the law, an invoice must be accompanied by an official contract stating the terms and agreements of the sale or payment.

How do I edit an invoice on Dubsado?

To change it, go to any project. Click into the project and then INVOICES. Once in the invoice, click the invoice number to change.

How do I send an invoice and contract on Dubsado?

Send a contract Open the project where you would like to send a contract. In the project sidebar, use the dropdown under Contract to select a contract template. In the preview modal that appears, click Add. Click Send.

How do I add an invoice to my contract in Dubsado?

Add a contract and invoice so that once your client chooses a package, your client can immediately sign the contract AND submit payment. Select the proposal in Templates Forms. Click on the Form settings tab. Toggle Include contract to Yes. Select a contract from the dropdown. Toggle Include invoice to Yes.

Can I create an invoice on Dubsado?

Just go ahead and click NEW LINE ITEM to start building or add existing packages to the invoice: Once done, to send the invoice click SEND VIA EMAIL and you can edit your email before sending to your client! (to preview before sending, you can click SEND OPEN IN NEW WINDOW).

What is smart field in Dubsado?

A smart field is a text placeholder used in form templates and canned emails that will autofill once added to a project. Dubsado smart fields can be identified by their double curly braces: {{client.name}} The example above will populate with the clients full name.

How do I attach an invoice to a contract in Dubsado?

Connect a contract and invoice Select the proposal in Templates Forms. Click on the Form settings tab. Toggle Include contract to Yes. Select a contract from the dropdown. The selected contract will attach to the proposal. Toggle Include invoice to Yes. Choose a Payment plan from the dropdown, if applicable.

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