Document

E-mail

Field

Payment Plan Name

ü

ü

ü

•    Word Ribbon

Billing Information / Payment Plan

•    E-mail

[[Billing_PaymentPlan]]

•    Calculated Field

[[BillingInfo/PaymentPlan]]

Document

E-mail

Field

Payment Plan Installment Number

ü

ü

ü

•    Word Ribbon

Installment Information / Number

•    E-mail

[[Installment_Number]]

•    Calculated Field

[[BillingInfo/Installments/Installment[Number='#']/Number]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by installment number (Installment[Number='#']).

Document

E-mail

Field

Payment Plan Installment Date

ü

ü

ü

•    Word Ribbon

Installment Information / Date

•    E-mail

Installment Date

•    Calculated Field

[[BillingInfo/Installments/Installment[Number='#']/Date]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by installment number (Installment[Number='#']).

In a text field, the date and time is shown in the internal system format.  In Date Picker type fields, the year, month, and day are displayed, formatted according to browser settings.  If using a Date Picker field, the formula should be preceded by the String: prefix to maintain data compatibility.

Document

E-mail

Field

Payment Plan Installment Tax Amount

ü

ü

ü

•    Word Ribbon

Installment Information / Tax Amount

•    E-mail

[[Installment_TaxAmount]]

•    Calculated Field

[[BillingInfo/Installments/Installment[Number='#']/TaxAmount]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by installment number (Installment[Number='#']).

Document

E-mail

Field

Payment Plan Installment Amount Due

ü

ü

ü

•    Word Ribbon

Installment Information / Amount Due

•    E-mail

[[Installment_AmountDue]]

•    Calculated Field

[[BillingInfo/Installments/Installment[Number='#']/AmountDue]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by installment number (Installment[Number='#']).

Document

E-mail

Field

Payment Plan Installment Gross Amount

ü

ü

ü

•    Word Ribbon

Installment Information / Gross Amount

•    E-mail

[[Installment_GrossAmount]]

•    Calculated Field

[[BillingInfo/Installments/Installment[Number='#']/GrossAmount]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by installment number (Installment[Number='#']).

Document

E-mail

Field

Payment Plan Installment Commission Amount

ü

ü

ü

•    Word Ribbon

Installment Information / Commission Amount

•    E-mail

[[Installment_CommissionAmount]]

•    Calculated Field

[[BillingInfo/Installments/Installment[Number='#']/CommissionAmount]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by installment number (Installment[Number='#']).

Document

E-mail

Field

Payment Plan Installment Total Amount Due

ü

ü

ü

•    Word Ribbon

Installment Information / Total Amount Due

•    E-mail

[[Installment_TotalAmountDue]]

•    Calculated Field

[[BillingInfo/Installments/Installment[Number='#']/TotalAmountDue]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by installment number (Installment[Number='#']).

Document

E-mail

Field

Payment Plan Installment Total Installment Amount

ü

ü

ü

•    Word Ribbon

Installment Information / Total Installment Amount

•    E-mail

[[Installment_TotalInstallmentAmount]]

•    Calculated Field

[[BillingInfo/Installments/Installment[Number='#']/TotalInstallmentAmount]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by installment number (Installment[Number='#']).

Document

E-mail

Field

Payment Plan Installment Currency

ü

ü

ü

•    Word Ribbon

Installment Information / Currency

•    E-mail

[[Installment_Currency]]

•    Calculated Field

[[BillingInfo/Installments/Installment[Number='#']/Currency]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by installment number (Installment[Number='#']).