Experience the difference of "Elite".

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

BlueMtnCabins
Apr 17, 2020 2:29 PM
Joined Jun, 2016 991 posts

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
Apr 19, 2020 8:47 AM
OR Team Member Joined Oct, 2012 1348 posts

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
Apr 19, 2020 10:41 AM
Joined Jun, 2016 991 posts

Thank you!

BlueMtnCabins
May 27, 2020 8:30 AM
Joined Jun, 2016 991 posts

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.