Happy Friday! I have a couple questions I am hoping someone can help me with.
1. I am trying to add the status to show on the advanced pdf template so when the invoice is emailed to customers it will either say "Open" or "Paid In Full"
2. I am creating a saved search to show the date the invoice was paid. Currently I have only been finding things for the date closed which is not reliable - no longer figured out, it has added over 2200 duplicates. Formula: CASE WHEN {status} = 'Paid In Full' THEN {systemnotes.date} END
Thank you in advance!