Easily Insert Smart Field in the Payment Agreement

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A step-by-step instructions on the way to Insert Smart Field in the Payment Agreement

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Put fillable fields and allocate them to a specific receiver.
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How to Insert Smart Field in 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.

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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 turn off smart files on HoneyBook?

To turn a smart files access code on or off: Click the gear icon in the top right corner of your smart file or smart file template to open the configure settings. In the Security section, turn the access code toggle on or off. If youre choosing toggle the setting off, confirm that youd like to remove the access code.

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 add services to my HoneyBook contract?

To add another service to the block, click the small plus (+) button that appears above or below the existing service and select Row of Service Items. Then, just repeat the process for the next services!

How do I customize my HoneyBook contact form?

Customizing your forms design and formatting To customize things like fonts, text size and color, background colors, etc., click the design icon in your sidebar to open your formatting options section. From the colors section, you can customize: Font color. Your questions input border color.

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}}

How do I add a field in HoneyBook?

To create custom Project Fields: From any page, click your profile photo in the top right corner of your screen. Select Company Settings from the menu. Select the Preferences tab. Next to Project Details, click Edit. Click Add to add a new Project Details field. Enter the field name.

How do I add a smart field in HoneyBook?

To insert a smart field: Click your cursor where youd like the smart field to go, then click Insert next to Smart fields in the contract content menu of the right sidebar. Select a field content type (the information that will be populating that smart field) from the dropdown or type a custom type.

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