Happy Friday! I have a couple questions I am hopin...
# general
j
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!
m
1. not sure if you can get status. But you can check that based on amountremaining.