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Insert Smart Field from the Invoice For Goods (Standard Format)

Insert Smart Field from the Invoice For Goods (Standard Format) and eSign it in minutes

Aug 6th, 2022

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How to Insert Smart Field from the Invoice For Goods (Standard Format)

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In the last video, you already learned how to make an invoice template. In THIS video, you are now going to learn how to improve the invoice template. Were gonna implement red fillable fields so that you will never forget to enter your customers data. We will also insert an automatically updating date and automatic page numbers. All these improvements will reduce errors AND save you time when writing your invoices in the future. We will do everything in Microsoft Word again, since Word has better designing options compared to Excel. If you wanna download the templates, simply check the video description. So lets get started. Before we can implement all that stuff, we need to activate the Developer tab. For that, we go to File Options Customize Ribbon and here we now activate the Developer tab. With this tab being setup, we are now able to integrate the fillable fields. So, in every spot which doesnt contain fixed content, we now insert

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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.

How do I attach a form to a canned email in Dubsado?

Smart field links allow you to prep your canned emails for sending forms, invoices, schedulers, and more.It is NOT possible to attach a Dubsado form to a canned email. You create a template under Templates Forms. You add the form to the clients project.

How do I share a form on Dubsado?

Go to Templates Forms. Click on the specific lead capture form you want to share.Embed the lead capture form on your website Embed on Squarespace. Embed on Wix. Embed on WordPress.

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.

How do I share a Dubsado form?

Go to Templates Forms. Click on the specific lead capture form you want to share. Click Sharing Icon on the sidebar. If the icon is grayed out, click Save form first.

How do I add a PDF to a Dubsado canned email?

Build a Dubsado form if you will need your client to fill in responses. Go to Templates Forms. In the Questionnaires column, click the upload icon. In the modal that appears, drag in a file or click Select PDF file. Choose a file from your device. Once the PDF appears in the modal, click Add in the upper right corner.

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