Conditional substitution codes

Conditional substitution codes or fields can be used to create dynamic content in a message or document for individual recipients. Conditional text or fields can be displayed in a document based on a response of either true or false to a specified code.

In Smile only specific fields of particular document types can be use for conditional responses.

Document type	Field
Account	Account is not in default disposition Has auto Debit?
Invoice	Account is not in default disposition Has auto Debit? Has pending payment? Invoice is overdue Invoice is paid
Itemised credit	Account is not in default disposition Has auto Debit? Has pending payment? Invoice is overdue Invoice is paid
Journal	Account is not in default disposition Has pending payment? Note has been fully allocated
Quote	Account is not in default disposition
Receipt	Account is not in default disposition Receipt has been fully allocated
Recipient created tax invoice	Account is not in default disposition Has auto Debit? Has pending payment? Invoice is overdue Invoice is paid
Surcharge	Account is not in default disposition Has pending payment?
Ticket	Is closed?