Want to make a "New Invoice" button from the Customer page
I want to search and pull up a customer page and then on the customer page, hit a button that makes a new invoice with their info all plugged in to the invoice.
So far, my button opens a new invoice.
How do I get it to plug in the relevant customer info? Specifically, how do I build this script in the correct order?
So far it reads:
Set Variable [$Customer ID; Value:Customers::Customer ID]
Go to Layout ["Record Detail-Invoices" (Invoices)]
Set Field [Invoices::Bill To Customer ID]
So what should I change or add to make it do what I want?