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Conditions
IF conditions can be used to determine the value (if any) of what shows up on your template.
The IF condition must be inside field tags and can evaluate the value of a token/variable
The following would display “Amount Owing” if the amount owing is greater than 0, or “Credit” if there is a negative balance, prior to displaying the balance on the invoice:
{IF {MERGEFIELD invoice.balance} >= 0 “Amount Owing” “Credit”}{MERGEFIELD invoice.balance}
Reports
Reports set up in the LogiSense Billing software can be used to get additional data into the Invoice or Credit Note templates. That data will show up like the stock invoice tokens and can be used in the exact same ways.
Setup:
Step 1: Create a report in the Report Setup section. In the Report Type dropdown, select the type of template you want the report to be used for. Any column that is a part of the report will be available to use in the invoice.
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Step 2: In the Template configuration screen, select your report in the Report section on the right. A unique alias is required to prefix the tokens that will be created.
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Step 3:
The columns of your report will now be available as tokens to use for mail merge in your template. They will show up in the Field Tagger right away, using the alias selected.
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