karl.hhome

Creating a new record through separate layout

Discussion created by karl.hhome on Jan 8, 2019
Latest reply on Jan 8, 2019 by onefish

Hello everyone,

 

I have set up a button in my estimates table that allows me to print an invoice for our clients (separate from printing the original estimate).

 

Everything is pretty straight forward except I'm looking for a way to populate an invoice number upon clicking the "Print Invoice" button. I would then like the invoice number to populate onto the printed invoice (this part should be easy).

 

The part that I am really stuck on is having the "Print invoice" button do a secondary function of creating the invoice number.

 

Any tips?

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