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Claris Engage 2025 - March 25-26 Austin Texas ×

Print invoice with optional attachments


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Posted

Hi All,

Blink Blink, I guess I havent stopped by for a while, love the new digs!

So, a new client of mine is requesting that they be able to print out invoices with 1-5 optional attachments. These would be, a personalized letter, a standard sales policy form, a rental agreement, a credit card form, etc.. basically, all of them generic templates (except the letter which could be one of any number of letters associated with the specific invoice). I am wondering if any folks out there had suggestions on how to do this in a single print request (because they also would want to fax the same info) without coming up with a dozen or so different print layouts. I am thinking of maybe having the invoice layout have 5 sliding global container fields at the end that the print script pastes the requested info into, but can already imagine some of the headache involved with that. I thought I might send up the flag for reccomendations before I committed myself to that line of attack. So, any suggestions?

Thanks,

-Raz

  • 5 weeks later...
Posted

Follow up:

I added to the invoice an additional subsummary part for each possible attachment, sorted by 'dummy' fields that also double as checkboxes for identifying what attachments are desired to print. The print script evaluates the checkboxes to determine the correct sort order so that only the checked attachments print with the invoice.

Pretty easy to implement, and it should be a breeze to maintain.

-Raz

This topic is 6996 days old. Please don't post here. Open a new topic instead.

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