Lesson 2, Topic 2
Set Up Your Mail Merge Template
In our case, we’re going to keep this super simple. Imagine or use whatever complex document you want, but the principles are the same.
We simply need a field that asks “How many installments would you like to pay?”
- If upfront (just 1), we want to just generate a single invoice payable immediately
- If in installments, then we generate however many invoices required with the subdivided Amount
- Additionally, consider gathering any other data that you might need to update the Contact/Account/Customer record