Hey Kirk, Thanks for the response! That is what I had thought too, but the custom invoice forms are not showing up as an available option when I go through my options in the action portion of the workflow. I reached out to a consultant who assisted last time, and he thinks he might have had to use a workaround to get the…

I appreciate it, unfortunately I really dont know how yo write scripts, just very basic workflows. I'm glad to know it's possible though and I'm not remembering this incorrectly