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Is there a field / table showing amount due to book now and balance due /date.

Replies: 4 - Pages: 1 - Last Reply: May 27, 2020 8:30 AM by: BlueMtnCabins
BlueMtnCabins
Registered: 6/6/16
Is there a field / table showing amount due to book now and balance due /date.

Something like this:

Amount to to book | $300
Balance due on May 1, 2020 | $700

That can be easily embedded into quote email.
?

Chris Hynes
Registered: 10/19/12
Re: Is there a field / table showing amount due to book now and balance due /date.

There isn't a table but you could do it with the First Payment and Second Payment merge fields, like:

Amount to book: {QFPAMT}
Balance due on {QSPDATE} ({QSPDAYSFN}): {QSPAMT}

BlueMtnCabins
Registered: 6/6/16
Re: Is there a field / table showing amount due to book now and balance due /date.

Thank you!

BlueMtnCabins
Registered: 6/6/16
Re: Is there a field / table showing amount due to book now and balance due /date.

Chris Hynes said:

There isn't a table but you could do it with the First Payment and Second Payment merge fields, like:

Amount to book: {QFPAMT}
Balance due on {QSPDATE} ({QSPDAYSFN}): {QSPAMT}

I tried that but what happens is that for inquiries that are within 30 days (past the normal 2nd payment date) it generates this:

Amount to book $1000
Balance due on May 1st (27 days ago) is $0.00.

Not quite readable.


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