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Claris Engage 2025 - March 25-26 Austin Texas ×

Create/print an invoice with TWO line-item portals?


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Posted

I have an invoice file related to two line-item files, which display in separate portals on the invoice layout.

What is to best way to layout a report (the printed invoice) to print all line items for each invoice? Are there any problems to lookout for?

Thanks.

Posted

Create a columnar report in Invoice Items. This will allow you to list multiple records. If there is information in File A that you want to have print in the header of File B establish a relationship from "Items" to "Invoice" and place the related records fields in the header... I'm starting to sound like a broken record. Portals are great for screens, but as you have experienced, can be tough to work with for printing.

This topic is 8522 days old. Please don't post here. Open a new topic instead.

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