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How to add "Amount Remaining" Field to Statements?
Hello, We use the statement PDF form named "Roth - Statement PDF/HTML Template" and would like to add the field named Amount Remaining to it. Here is the field we would like to add as it appears on the PYMT page: Here is the statement PDF and where we would like to add the aforementioned field: I tried to add the field…
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How to add custom fields on the Statement PDF templates
On the Statement PDF/HTML Template there is a field named ${statement.billaddress}. We don't want that field to show the State & Country. So we tried to create a Custom Transaction Body Field which sources the address lines from the customer. But when we try to call those fields on the Statement PDF we get errors. Things…
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How to show a customer's deposits on a Customer Statement?
Our accountant would like to know whether it's possible to also list a customer's current unapplied deposits on their Customer Statement. In looking at the Advanced PDF/HTML reference here (https://suiteanswers.custhelp.com/app/answers/detail/a_id/73908/loc/en_US), it says that the should be available via the submachine…
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Subcustomer or Project details on customer statement
Hi there Is ir possible to include the project ID/name or subcustomer name on a customer statement as an additional column? For example: Customer ABC Date Project Invoice Balance outstanding 1/11/2021 Office upgrade Inv 123 $234.56 Thanks
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PDF Debtors Statement with URL links to invoices and credits
Good afternoon A couple of years back at suiteworld in one of the sessions there was a demo on PDFs and one of the examples was a really sexy Debtors statement that had hyper links to the PDF documents. Does anyone know how to do this? I’m thinking that the PDF invoice/credit copy needs to end up in the filing cabinet…
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Advanced PDF for customer statement showing credit memo applied to sublist
Hi There Is there a way to have the a customer statement show the details of a credit memo? Specifically, the customer statement shows any credit memos on an account. Is there a way to show which invoices the credit was applied to? i.e. the details of the following tab on the credit memo Thanks
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How can a hidden record fields be made available for inclusion on pdf/html template?
How can a hidden record field be made available for inclusion on Customer Statement pdf/html template? Specifically the payment due date. Due Date text duedate Thanks Dave