Invoice marked paid check box field

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1

Hello great project, works very well for us.

Created a custom pdf template report, which is emailed to the client when an invoice is created. In the actual invoice have created a custom check mark field called paid. This lets us know the status of that particular invoice paid or un-paid.

Need this payment status to reflect on the invoice report pdf which is emailed out. Adding the check field to the report template gives me either a 0 or 1 on the generated pdf, which is useless. Having multiple templates some marked paid some not, would not work, Certain our users will send the wrong template out.

Any thought on how to make this work?

Thanks and have a great day.

2

Hello :slight_smile:

My advice would be create a dropdown

Unpaid / Paid

You could simply use this instead of a tick box

If you want to keep the tick box
Still create the dropdown but hide it from display views

Create a workflow

Primary module = Invoices

On save only
All records

Condition = If box = √

Action = modify record

Modify the drop down = Paid

You will need to update the PDF template to reference your dropdown instead of the tick box

Hope this helps