UCM Features

Setting up “Custom Data” to appear on an Invoice template

In this tutorial we will pull some “Custom Data” elements into an invoice template. First we setup our data by going to Settings > Custom Data and creating a new data store. We will call this one “Commission Rates”. Our aim is to show the text “Dave: 10%” on our final invoice. Next we want

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dtbakerSetting up “Custom Data” to appear on an Invoice template