[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
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 QV payment information in QW Print Layout
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stashdude
New Member

United Kingdom
6 Posts

Posted - 07/07/2016 :  16:03:20  Show Profile
Hi All
Can someone tell me if it is possible to get payment information from QuoteValet into a QuoteWerks print layout? I would like to display the payment history of each quote/Invoice ie. Deposit amount paid and Balance due. Sometimes my customers pay slightly more or less than the deposit amount and sometimes I need to enter the amount by proxy.
I can't seem to find the QV payment history in the print layout designer.
Any help gratefully received
Thanks

Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 07/08/2016 :  04:25:36  Show Profile  Visit Quintadena's Homepage
Hi David,

The only macro that contains information about QuoteValet payments is the field labelled '&QuoteValetTotalPaymentsMade' which can be found under the Document Headers drop down menu. This information displays the information that can also be found by clicking on the QuoteValet tab of the document and under the 'QuoteValet Payments' section.

Besides that, i do not see any other Macro fields so it looks like you would only be able to bring in the total of any payments made. Although this field on it's own may not be very helpful, it could be possibly applied to a formula field to gain other information such as 'Total Payments Made' - 'Total Price of Doc' = 'Balance Due to Pay'.

The World's #1 Solutions Partner 2007-2016
sales@quintadena.com
(Support, Configuration, Development and Extensions)

Have you seen our QuoteWerks to Xero Integration? http://goo.gl/MaJwgu
Live Chat with us about QuoteWerks here - http://goo.gl/1gtui - (UK office hours)
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stashdude
New Member

United Kingdom
6 Posts

Posted - 07/08/2016 :  04:45:25  Show Profile
Hi Matt
Thank you so much for this - I didn't see that in the list.

This forum wouldn't work without you - you're a star!!!

David
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Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 07/08/2016 :  05:02:35  Show Profile  Visit Quintadena's Homepage
Hi David,

Matt left the company sometime ago now. The Quintadena account is being used by many different users in the office but it is primarily myself. My name is Brandon Haycock. If you have any other questions, please feel free to contact us and we will be glad to help!

Glad i could have been of assistance :) Have a good day!

The World's #1 Solutions Partner 2007-2016
sales@quintadena.com
(Support, Configuration, Development and Extensions)

Have you seen our QuoteWerks to Xero Integration? http://goo.gl/MaJwgu
Live Chat with us about QuoteWerks here - http://goo.gl/1gtui - (UK office hours)
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stashdude
New Member

United Kingdom
6 Posts

Posted - 07/08/2016 :  05:30:05  Show Profile
Thanks Brandon you too are a life save :-)
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MattPrestige
QuoteWerks Genius

United Kingdom
531 Posts

Posted - 07/08/2016 :  05:30:30  Show Profile  Visit MattPrestige's Homepage
Always willing to credit.. even when it's not due ;)

QuoteWerks MVP for 7 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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stashdude
New Member

United Kingdom
6 Posts

Posted - 07/08/2016 :  05:35:33  Show Profile
Nice message bomb Matt :D
quote:
Originally posted by MattPrestige

Always willing to credit.. even when it's not due ;)

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qw_Shawn
Technical Support Manager

USA
765 Posts

Posted - 07/11/2016 :  09:35:56  Show Profile  Visit qw_Shawn's Homepage
&QuoteValetTotalPaymentsMade was added in Version 5.1 Build 6.


Version: 5.1 Build: 6 Implementation Date: 05/25/2016 Type: New View All Features in Build
There is now a DocumentHeaders->&QuoteValetTotalPaymentsMade field available in the layout designer for FPC files. This will display the total of payments for this document received through QuoteValet. It is important to note, this sums up the successful payments recorded in the local database, so it is only as current as the last time QuoteWerks communicated with QuoteValet.

Best Regards,

Shawn McNamara
QuoteWerks Technical Support, Level 4
QuoteWerks Team Member Since June 2010
Aspire Technologies, Inc.

See our Tips & Tricks videos on our YouTube Channel www.youtube.com/quotewerks
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