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Payment Option Descriptions on Template

Hi guys,


When adding a Payment Option from 'Sale Info' tab there's an option to type in 'Display Text'.

However, on the QV template, it doesn't use this display text.


It pulls [QV_StandardPaymentOptionDescription]


Is there a way to pull the 'display text' instead?


We're looking to localise some of the language used and so 'Wire Transfer' would become 'Bank Transfer' for example.

 


That macro is correct.

I also, change from Wire Transfer (I use "BACS" and this displays for me).


What Build of QuoteWerks are you running? I was sure this didn't use to work for me either and then a QW updated 'fixed' it.


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Hi Matt,


We're on v5.3 b5.07, which is according to the web the latest version.


It shows on the sale info tab...


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but this is the quote...


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Yes, same as me on most of my installs here.


Are you able/willing to share your QuoteValet template with me? I can then copy that into my system and see if I get the result and/or compare your HTML code with mine to see if there are any differences.


matt@prestigequoting.com

Hi Matt,


I've dropped the file to you on email 


What was the answer on this one please Matt / Barry? We've got QV_StandardPaymentOptionDescription in the Template too but it's not displaying the Display Text caption. Thanks in advance, Steve.


@QuoteWerks Tech Support: we could do with an update to this Help guide page! :)

check your macros in Tools > Options > Payment


I simplified mine to the below.


The QV_StandardPaymentOptionDescription relates to this macro


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1 person likes this

Sneaky... thanks Matt!


@QuoteWerks Tech Support: looks like we could also do with an update to this page.

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