Is it possible to pull in applied payments/credits...
# advancedpdf
a
Is it possible to pull in applied payments/credits onto the printed invoice form when using an Advanced PDF template? I thought this join was accessible, but not seeing it listed in the official documentation. Anyone set this up on the past to show any credits applied to an invoice when sending to a customer?
s
There are two fields:
amountpaid
and
amountremaining
that may be useful on the invoice form. They won’t give you the details of all applied credits or payments, but might be good enough for some requirements.
thankyou 1
p
It is a good idea to first model what you want printed onto the actual record itself (new subtab or so) - always considering this also helps you not get stuck in freemarker hell or fall into the trap of extensive scripting in the PDF temp. Every time this is done you may be closing doors on A/R automation, e-invoicing etc.
👍 1
s
@Alex K A non-script way to do it if you only have one payment per invoice is to duplicate what's in the Related Records sublist on Invoices by making 2 custom body fields (payment doc #, payment date) and then summary saved searches for type : invoice that display payingtransaction : date and doc# Then source the fields from those searches. And use native
amountpaid
for payment amount. Now all 3 can be printed on a PDF. You can do the same for credits.