Easily Replace Smart Field from the Invoice For Goods (Standard Format)

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A step-by-step guide regarding how to Replace Smart Field from the Invoice For Goods (Standard Format)

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

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this is tanya regna with western computer and today were going to take a look at how easy it is to convert a work order straight into an invoice to send to your customer and potentially integrate into your financial system here we have a work order that we can see has been completed so all of the bookings have been entered and marked complete we can also see that it is ready for invoice in the sub status we notice that the summary information and all other required fields are filled out and when we take a look at the products we can also see that the products have been added identified as used and we can also notice that the services have been entered doing another final review we can see that all the service tasks were completed so this work order has been completed to the satisfaction were going to go ahead and mark this as invoiced by changing my system status to closed posted this in the background is going to generate an invoice for this customer related to this work order with

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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.

What is contract invoicing?

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

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 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.

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.

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 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.

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