Custom Document - Insert Merge Fields:
Contract section

 

FIELD NAMES

FIELD DEFINITIONS

WHERE TO FIND IN MIS PROFESSIONAL

Adjustments

The adjustment amount on the contract.

Example: $0

Contract Summary Screen

Amount_Financed

The total amount financed on the contract.

Example: $10480

Contract Summary Screen

Balance_Due

The total balance due on the contract.

Example: $11027.08

Contract Summary Screen

Contract_Date

The contract date on the case.

Example: Aug  3 2014

Contract Summary Screen

Contract_Date_Search

The contract date on the case.

Example: 8/3/2014  12:00:00 AM

Contract Summary Screen

Cremation_Urn_Cafe

The description of a line item found on a contract that belongs to the “Cremation Urn” category.

(This is a hard coded field and will likely not apply to many customer situations.)

Contract Screen

Cremation_Urn_hmis

The description of a line item found on a contract that belongs to the “Cremation Urn” category.

(This is a hard coded field and will likely not apply to many customer situations.)

Contract Screen

Discounts_Credits

The total discounts/credits amount on the contract.

Example: $495

Contract Summary Screen

Down_Payment

The total down payments received on the contract.

Example: $0

Contract Summary Screen

Interest_Rate

The interest rate on the contract.

Example: 9.5%

Contract Summary Screen

Late_Charges

The total late charges amount on the contract.

Example: $0

Contract Summary Screen

Payments_Per_Year

The total number of payments to be made on the contract.

Example: 12

Contract Summary Screen

PN_Funeral_Price

The price when a PN contract converts into AN contract.

Contract Summary Screen

Purchase_Price

The total charges of the contract or the total purchase price of the contract on the case.

Example: $10975.00

Contract Summary Screen

Sales_Tax

The sales tax charges on the contract.

Example: $0

Contract Summary Screen

Total_Payments

The total payments made on the contract.

Example: $0

Contract Summary Screen