<< Click to Display Table of Contents >> Navigation:  Day 2 > Get Paid - Payment Options, Recurring, Leasing

 

Help File Topics:

 
Payment Options:
https://www.quotewerks.com/helpfile/qwhelp.htm?payment_options.htm

 
Leasing:
https://www.quotewerks.com/helpfile/qwhelp.htm?lease_payments.htm

 
Recurring Revenue:
https://www.quotewerks.com/helpfile/qwhelp.htm?lineattributes.htm

 
Recurring Groups:
https://www.quotewerks.com/helpfile/qwhelp.htm?recurringgroupsandrevenue.htm

 
Summary Lines:
https://www.quotewerks.com/helpfile/qwhelp.htm?linetypes.htm

 
Payment Settings in QuoteValet:
https://www.quotewerks.com/helpfile/qwhelp.htm?acceptingpaymentsinquotevalet.htm

 

Macros for Recurring and Payment Options:

 
Document Headers:
&PaymentOptions

&PaymentOptions_IndicateSelected

&RecurringRevenueAnnualSubtotal

&RecurringRevenueAnnualSubtotalWithTax

&RecurringRevenueMonthlySubtotal

&RecurringRevenueMonthlySubtotalWithTax

&RecurringRevenueQuarterlySubtotal

&RecurringRevenueQuarterlySubtotalWithTax

&RecurringRevenueWeeklylSubtotal

&RecurringRevenueWeeklySubtotalWithTax

ContractStartDate

ContractEndDate

DepositAmount

 

Document Items:
&GroupExtendedCostPreRecurring

&GroupExtendedPricePreRecurring

&GroupExtendedPriceWithTaxPreRecurring

&RecurringRevenueAnnual

&RecurringRevenueAnnualWithTax

&RecurringRevenueMonthly

&RecurringRevenueMonthlyWithTax

&RecurringRevenueQuarterly

&RecurringRevenueQuarterlyWithTax

&RecurringRevenueWeeklyl

&RecurringRevenueWeeklyWithTax

RecurringBillingCycle

RecurringEndDate

RecurringFirstPaymentMethodIncluded

RecurringStartDate

 

Slides from Session:

Getting Paid - Payment Options in QuoteWerks