Is it possible to use a different template to send out invoices? We'd like to separate bank accounts for different products and have the bank info listed on the invoice.

Couple of ways to achieve: 1. Different templates for different invoices 2. Modify template to hardcode the bank details, and have the logic live in the advpdf as to which bank details display 3. Store the bank details in a mster record, then use logic inside pdf to reference these

Thanks!

from the inner auditor: Big risk here with allowing the bank details being supplied to a customer editable by users. Ideally, need to have the bank details tightly controlled in a record where this is then referenced using logic (ie subsidiary, or other field dependant) Bank details then referenced within pdf template via ${subsidiary.bankdetails}

I had a similar requirement. I used a transaction custom field, formula, non-stored which had a CASE WHEN for the business rules. Then each invoice displayed the bank details based on the Sub/Currency/Dept combination.