Announcement

Collapse

Information Needed

See more
See less

Remove Unnecessary Information from Invoice Merge Fields

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Remove Unnecessary Information from Invoice Merge Fields

    When creating an invoice using the invoice template. The merge field (orderitems) provided to list out the order items includes information unnecessary for our needs. Is there a way to edit/exclude information such as shipping, tax, convenience, and discount? See images of template, final invoice, and available merge fields. Way too much info for our users. Thank you.

    Click image for larger version

Name:	Invoice Template.PNG
Views:	19
Size:	2.2 KB
ID:	50865

    Click image for larger version

Name:	Invoice Final.PNG
Views:	10
Size:	26.3 KB
ID:	50866

    Click image for larger version

Name:	Invoice Merge Fields.PNG
Views:	10
Size:	11.0 KB
ID:	50867

  • #2
    Good day @ctugwell

    I have forwarded this as well to our developers to review and see the possibilities to split that information into multiple elements in upcoming releases.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment

    Working...
    X