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Calculate item quanity column from custom
Hi,
We would like to invoice customers for a particular quantity of line item dependant upon how many instances of a custom entity yes/no checkbox field is ticked. The custom entity field appears on every contact associated with the customer. For example if a customer had 10 contact who each had the checkbox ticked on their contact record, we would want the quantity 10 to appear on the invoice next to a particular line item.
Ultimately we would like for us to be able to create a monthly memorised transaction that when created does the above by parsing the number of entities with the checked field, summing the number of checked fields, and entering this number in the quanity field of an invoice line item.