Once you’ve added a services block to a smart file, you can streamline the booking process further by adding an invoice or contract to the same file. Both can dynamically pull your clients’ selections into their content, so you don’t have to think about creating additional documents to complete the booking process.
Services blocks and invoices
If you’ve created a services block that allows (or requires) your clients to make a service selection, you can include an invoice on a subsequent page of the file that will dynamically pull in your client’s selections and automatically calculate the total amount.
In your invoice, dynamic services are added only when a client makes selections from one or more services blocks in your smart file. In files that contain both a services block and an invoice, this dynamic section will automatically be included in your invoice (no need to add it manually), and will update to reflect the client’s choices.
You can also still include static services, just as you would in a standard invoice. Static services are the items/packages in an invoice that your client will be billed for regardless of their services block selections.
For example: You may include a particular package valued at $3,000 as a static service in your invoice, then allow clients to select from a list of add-ons as well. Then, when your client makes selections in the services block, the amount of those selections will be added to the static services you’ve included.
Services blocks and payment schedules
When an invoice follows a services block, the payment schedule you create will need to meet a few criteria depending on the other elements of the invoice.
Static amounts are set dollar amounts that will not vary based on the invoice total. You can add static payments (e.g. $100) using the custom amount option in your payment schedule.
Dynamic amounts will vary based on the selections your client makes in the services blocks, calculating the relevant percentages of the invoice total. You can add dynamic amounts (e.g. 10% or one half of the total) using the Percentage or Divide Equally options in your payment schedule.
Invoice | Payment schedule | Example |
Includes some dynamic services, some static |
| If your invoice always includes a Premium Package for $3,000 while also allowing clients to select any number of add-ons, your custom payment(s) can amount to $3,000 or less. Then, you will need at least one dynamic payment (Percentage or Divide Equally) to account for the variable amount of the client’s selections. |
Includes all dynamic services (invoice is totally determined by client’s selections from a services block and does not contain any static items/services) |
| If your invoice allows clients to select from a set of items, packages, and/or add-ons, the total amount of the invoice could vary wildly from invoice to invoice, depending on the client.
That being the case, adding a custom payment to the payment schedule could throw off the total amount, adding up to a total that is over or under what the client selected. |
Services blocks and contracts
If you’ve created a services block that allows (or requires) your clients to make a service selection and you've included an invoice in the smart file as well, you can also add a contract on a subsequent page into which can dynamically pull your client’s selections.
Click into the contract block and from the Content sidebar, click Insert next to Services Recap. This will insert a section that dynamically updates to include the client’s service selections, once they’ve made them.