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Insert Smart Field from the Payment Agreement

Insert Smart Field from the Payment Agreement

Aug 6th, 2022

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How to Insert Smart Field from the Payment Agreement

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hi this is ann with my service depot in todays video were going to see how we can set up and use items to collect payment from the field inside of quickbooks were going to start by going to lists inside of my item list ill see that i already have a few payments already set up were going to go ahead and create a new one by going to item and new in here well select our payment type well give our item a name well call this one check im going to use the description fields to collect further information that might be important for when we have a check in hand and need to match it to an invoice so what is the name on the check as well as what is the check number for payment method can associate what type of payment this will be this is where we can indicate whether its going to be cash what kind of credit card or of course check the last step will be to associate where will this go to is it going to undeposited funds or will it be deposited into a bank account we have set up once w

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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.

What is a smart field?

Certain fields available for user-defined reports, views, and queries do more than select a specific piece of data. These fields, called smart fields, combine multiple pieces of data or decide which data to display based on what is available.

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 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.

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}}

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