According to SuiteAnswers https://suiteanswers.custhelp.com/app/answers/detail/a_id/100897/loc/en_US you can update the Check Advanced PDF Template to get the Customer name from Customer Refunds by placing the following code: ${check.entity}${check.customer}
Can you also get to the customer’s “print on check as” field?
g
Geo
07/30/2025, 3:26 PM
You can for sure add a custom body field that sources print on check as from the customer record and use that custom field in your PDF template, there is a SA article on that. I also just did a quick search and saw ${check.entity.printoncheckas} referenced in SA 80019 so that probably works we well.
e
ec
07/30/2025, 4:43 PM
Thanks, @Geo! Specifically for the Customer Refund, scenario, though - I tried check.customer.printoncheckas but that was a no go.
g
Geo
07/30/2025, 5:06 PM
I must have previously tried with the same result and went the custom field route as that is what I currently have setup
e
ec
07/30/2025, 5:23 PM
so you reference check.customfieldnamehere? i’ll try that out and report back. Thanks!
g
Geo
07/30/2025, 5:33 PM
yep, I have that in an if to fall back to the entity or companyname if print on check is blank
e
ec
07/30/2025, 5:33 PM
can you share template and/or screenshots? not working for me!