I’ve been looking all over SuiteCRm to see if this can be done.
I would like to create one invoice for multiple cases by Accounts and or Contacts. I would like to be able to create a single invoice for multiple cases based on a single Contact or a single Account…
I have attached a file that gives somewhat of what it’s suppose to look in a PDF template.
Has anyone done this before or know how I can accomplish this?
Here are a couple scenarios of what I had in mind:
Currently, I have a workflow that creates an invoice for each case when set to a specific Status.
I was hoping to create a workflow that would collect some key info from each case for any Account or any Contact and dump the information into an Invoice Record at the end of the month or that I could run manually.
OR
Have a Workflow that collects all Invoices for a Contact and or Account and dump them into one single Invoice that I could email, print pdf, etc.
Please help.