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Thanks
Are there supposed to show in two separate windows ?
and
How do I stop one of the windows to show if there is no records for that flag?
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Marcelo,
There are multiple ways you could go about this. You could have a flag (Yes/No value) on the invoice record that you could check to determine which template to use on a per-invoice basis. You could have a flag on the customer record and link it into the invoice table to do the same on a per-customer basis.
Here's ...
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But will that work for when I print several invoices at once?
In other words when printing several invoices at once can the actions be created to choose different invoice templates for different customers?
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I believe knigherrant is having trouble with authenticating for use with API. Is the best practice to have a separate account for the website?
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Thanks for the help Justin.
I just bypassed the issue by using a grid rather than a dropdown; I'm not sure why but I had some serious problems trying to retrieve shared values and inputting them into the screen.
If I run into this issue again and I can't get around it I'll be sure to make another post.
Thanks again for the ...
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Marcelo,
You'd probably want to use a checkbox. If checked, use the template with the Previous Balance amount. If it's not checked, use whichever template is selected as default.
- Justin
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That is how I have it now, but I want the choice to show it or not show it without having to change invoice templates
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Hi Marcelo,
You can actually do this right in the Report Designer by adding a Calculated Field, there's no need to add it to your screen if you don't need it there.
First you'll need to add your Customer's Balance as a linked field to the Invoice table via Customer. Then from within Report Designer, add a ...
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Hi Marcelo,
What do you mean by previous balance? Do you mean the current customer balance not including the invoice being displayed? Let me know.
- Justin