Rebecca Berg September 11th, 2018

Update: New Smart Fields for Invoices and Packages

We have added a few more useful smart fields for you to use! 

New Package Smart Fields

There are new package smart fields under the PACKAGE smart field when you are editing / adding a package within a proposal. (example with package total of $100 with a 20% tax)

  1. Total with Tax - This is the package total smart field that you were used to before.  This is the total of the package with the taxes you have added into that package included 
  2. Total No Tax - This is a the package total sans tax.  So if you have been wanting the package to show the package total without the tax on it.  This is smart field will be great!
  3. Tax Total - This is only the tax total of that package.  It is great if you would like to use the Total No Tax + Tax Total = Total with Tax to show a breakdown in the cost of that package. 

Note: Any past smart fields you have on your packages will still continue to work as they have usually functioned.

New Invoice Smart Fields

We have also added a new smart field under the INVOICE smart field section when you are in any kind of text box.  

  1. Tax Total - This smart field is perfect for generating the tax total on quote like proposals, breakdown of invoice on contracts, etc..  Here is an example of that on a contract: