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Dynamic Date Fields

Dymanic Date fields can be inserted into Line Item Descriptions (shows in RECUR360 and QB) or in the Customer Message section (this only shows in RECUR360 and doesn't sync to the Customer Message within QB Desktop or Online).

To add/insert a Dynamic Date, when Adding/Editing a Line Item, to the left of the Line Items you will see your options:

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You can drag your selections into the Description field and separate them with verbiage, i.e.

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Which then looks like this in a Recurring Invoice Template future Line Item:

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When the transaction Processes, it will then fill in those fields accordingly:

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You can also copy the Code for the Dynamic Date and update your Item Descriptions in QBD/QBO so that the next time you add them into a transaction in RECUR360, it will be automatically set to use those fields when the transaction processes. Make sure after editing Items in QBD/QBO you run a sync with RECUR360.

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Likewise, you can paste that code into the Customer Message Section so that it shows within the RECUR360 Invoice (doesn't copy over to Customer Memo in QBD/QBO though):

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"Create Dynamic Date" allows you to create your own date parameter:

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