Hi, I have a requirement to print a credit memo nu...
# advancedpdfn
NS User
12/16/2025, 6:26 AMHi, I have a requirement to print a credit memo number and amount that are associated to an invoice (under related records) on an invoice PDF. Can someone please let me know if it is possible to pull in that information on a invoice pdf. Thank you.
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NickSuite
12/16/2025, 8:30 AMIf you can get that info, which I believe you can via saved search, it is possible.
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NS User
12/16/2025, 6:02 PMThank you @NickSuite. Could you please share the steps? I can create a invoice saved search and pull in the associated credit memo details. I am not sure how to use this saved search in the advanced pdf template is where i am not sure how to use that and what changes needs to be done.
NS User
12/16/2025, 6:03 PM@NickSuite Can I pull in multiple CM associated to each invoice? ex: if there are 5 CM I want to print all the information in a separate table on the invoice pdf.
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superman1987417
12/17/2025, 5:05 PMHi @NS User
superman1987417
12/17/2025, 5:05 PMit's definitely possible.
superman1987417
12/17/2025, 5:06 PMit is to combine Advanced PDF template with Suite Scripting.
superman1987417
12/17/2025, 5:06 PMI have experience and I can help you with this
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NickSuite
12/18/2025, 11:00 AM@NS User This requires the use of Suite Script. I have done something similar multiple times. I am not sure if you can do that with a workflow.
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