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  • 1.  Reprinting a partially paid Invoice from AR History

    Posted 09-08-2025 14:13

    Client wants to print an invoice from history that displays a balance remaining from a partial payment.  I think this can be done,  but not sure where to start modifying the Crystal template and/or the Invoice WRK table

    Below image is from the AR Invoice History Inquiry panel after selecting the invoice and drilling into the details.

    Would I simply add a UDF Balance field pulling from the AR open invoice table balance field to the invoice printing WRK table, then modify the Crystal template accordingly?



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------


  • 2.  RE: Reprinting a partially paid Invoice from AR History

    Posted 09-08-2025 14:21

    I don't think AR_OpenInvoice is available in Custom Office for the InvoiceWrk file.  You'll probably have to link the file.

    You can get away with that since you KNOW if it's only partially paid, it still exists in that file.



    ------------------------------
    Beth Bowers
    Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
    (269) 358-0989
    ------------------------------



  • 3.  RE: Reprinting a partially paid Invoice from AR History

    Posted 09-08-2025 15:49

    Thanks for verifying.  I didn't see it when I tried to add the UDF.  



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------

    Original Message


  • 4.  RE: Reprinting a partially paid Invoice from AR History

    Posted 09-08-2025 17:36

    A sub-report is better than a linked table (so reprints still work once the open invoice record is gone).



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------

    Original Message


  • 5.  RE: Reprinting a partially paid Invoice from AR History

    Posted 09-08-2025 18:15

    True, but for ease of use - you KNOW a link with work since it's partially paid.  If they also have to include full payments of old invoices, then yes, a subreport.



    ------------------------------
    Beth Bowers
    Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
    (269) 358-0989
    ------------------------------

    Original Message


  • 6.  RE: Reprinting a partially paid Invoice from AR History

    Posted 09-08-2025 18:24

    A linked table also means you can't use the form code for unposted invoices, since the open invoice record doesn't exist at that point... but a sub-report doesn't have that problem.



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------

    Original Message


  • 7.  RE: Reprinting a partially paid Invoice from AR History

    Posted 09-08-2025 23:36

    Thanks.

    I plan to create a separate invoice template specific to reprinting partial payment invoices.  This way, I don't have to worry about silly subreports or missing records in the open invoice table.



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------

    Original Message


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