Something like this:
Amount to to book | $300
Balance due on May 1, 2020 | $700
That can be easily embedded into quote email.
?
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}
Thank you!
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.