ZenMaid

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If you want the Service Details section of your invoice to auto-populate, there are some Variables that will pull information from the appointment details automatically.

Go to Settings (Gear icon on the bottom left corner) and then click on Invoicing settings under Client billing

- Go to Settings (Gear icon on the bottom left corner) and then click on Invoicing settings under Client billing

Locate the Service Details section on the Invoice.

- Locate the Service Details section on the Invoice.

Here's a list of the Variables you can use to auto-populate that section with the appointment details 

- {{invoice.payment_link}} - invoice payment link
- {{invoice.venmo_link}}
- {{invoice.paypal_link}}
- {{appointment.address}} - service address to be added in the service details box
- {{appointment.service_summary}} - pulls date, time, and service type such as Residential or Commercial
- {{appointment.service_type}} - service type such as Residential or Commercial
- {{appointment.coupons_discount}} - For discounts from coupons
- {{appointment.total_discount}} - For discounts manually inputted
- {{appointment.gratuity}} - Gratuity = Overcharge = Anything that's charged to the customer and that's not part of the service price, nor a tax, nor a tip.
- {{appointment.tip}} - Tip is additional revenue that should go to the cleaners directly. It's not part of the bottom line and is not taxed.
- {{appointment.sales_tax}} - This is the amount of sales tax added to the appointment cost. If the service price is $100 and the price with tax is $120, the {{appointment.sales_tax}} will get replaced with $20.
- {{appointment.sales_tax_percentage}} - The amount of sales tax added from the appointment cost is presented as a percentage. (ex: Service price is $100 and price with tax is $120, the variable will get replaced with 20%.
- {{appointment.price_without_tax}} - The service price without tax.
- {{appointment.price_with_tax}} - The service price with tax included.
- {{appointment.hashed_appointment_items["key"]}} - replace the word key with any of your customer custom fields making sure the letters are all lowercase and space (if there are) should be replaced with an underscore '_'. A list of the things a customer wants to be done. (Ex: Use only green line products, let out the dog)
- {{appointment.hashed_customer_items["key"]}} - replace the word key with any of your appointment custom fields making sure the letters are all lowercase and space (if there are) should be replaced with an underscore '_'.

- Here's a list of the Variables you can use to auto-populate that section with the appointment details 
 
 - {{invoice.payment_link}} - invoice payment link
 - {{invoice.venmo_link}}
 - {{invoice.paypal_link}}
 - {{appointment.address}} - service address to be added in the service details box
 - {{appointment.service_summary}} - pulls date, time, and service type such as Residential or Commercial
 - {{appointment.service_type}} - service type such as Residential or Commercial
 - {{appointment.coupons_discount}} - For discounts from coupons
 - {{appointment.total_discount}} - For discounts manually inputted
 - {{appointment.gratuity}} - Gratuity = Overcharge = Anything that's charged to the customer and that's not part of the service price, nor a tax, nor a tip.
 - {{appointment.tip}} - Tip is additional revenue that should go to the cleaners directly. It's not part of the bottom line and is not taxed.
 - {{appointment.sales_tax}} - This is the amount of sales tax added to the appointment cost. If the service price is $100 and the price with tax is $120, the {{appointment.sales_tax}} will get replaced with $20.
 - {{appointment.sales_tax_percentage}} - The amount of sales tax added from the appointment cost is presented as a percentage. (ex: Service price is $100 and price with tax is $120, the variable will get replaced with 20%.
 - {{appointment.price_without_tax}} - The service price without tax.
 - {{appointment.price_with_tax}} - The service price with tax included.
 - {{appointment.hashed_appointment_items["key"]}} - replace the word key with any of your customer custom fields making sure the letters are all lowercase and space (if there are) should be replaced with an underscore '_'. A list of the things a customer wants to be done. (Ex: Use only green line products, let out the dog)
 - {{appointment.hashed_customer_items["key"]}} - replace the word key with any of your appointment custom fields making sure the letters are all lowercase and space (if there are) should be replaced with an underscore '_'.