Using dynamic fields in your Invoices and Bills

Syngency syncs a variety of data to QuickBooks or Xero when it creates Invoices or Bills.

Usually, this information is "hardcoded" (such as line item amounts, client information, etc), but there are several fields that can be customised using special placeholder "tags", to modify the information displayed.

For instance, this is the format Syngency uses for the Bill No. field in QuickBooks Bills defaults to this:

This is the booking's Invoice Number and the Syngency Talent ID, separated by a hyphen.

Using placeholder tags, it would look like this:

{{ booking.invoice_number }}-{{ talent.id }}

If you wanted to change it to the Invoice Number, followed by the talent's First Name, you could change it to this:

{{ booking.invoice_number }}-{{ talent.first_name }}

And the following would be displayed in the QuickBooks field:

You can use dynamic placeholder fields to customise what is displayed in the Reference, Line Item Description, and Memo fields for both Invoices and Bills.

Using Liquid filters

Placeholder fields also support Liquid string filters. For instance, if you wanted to display the first three letters of the client name in uppercase, you could use:

{{ contact.name | slice: 0,2 | upcase }}

Field Reference

Thede are the various placeholder fields you can use.

Booking

{{ booking.id }}
{{ booking.description }}
{{ booking.invoice_date }}
{{ booking.invoice_number }}
{{ booking.invoice_note }}
{{ booking.job_number }}

Talent

{{ talent.id }}
{{ talent.display_name }}
{{ talent.first_name }}
{{ talent.last_name }}

Contact

{{ contact.id }}
{{ contact.name }}