Remove Smart Field in the Payment Agreement

Aug 6th, 2022
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  7. Make reusable templates for commonly used documents.

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How to Remove 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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Custom fields make Dubsado your system.Manually enter information in a custom field Click on the pencil icon next to the Client section in the sidebar. Scroll to the bottom of the client profile to find the custom fields. Enter the information and click Save Close.
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}}
It is NOT possible to attach a Dubsado form to a canned email. You create a template under Templates Forms. This is just a template that youll re-use from project to project. You add the form to the clients project. This copy of the form now has a unique URL (a unique link) that the client needs to access the form.
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.
A lead capture form is how you get potential clients into your Dubsado account. Once a lead fills out the form, a project is automatically created for that lead. After building your form, dont forget to share your form.
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.

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