Invoices MAS: Difference between revisions
From Customer365 for SageCRM
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[[File:invoice1.png]] | [[File:invoice1.png]] | ||
The user can | The user can click an invoice number to download/view the PDF version of the invoice. | ||
Add the option to the Portal menu | |||
[[File:manuinv.png]] | |||
The following are the settings for the Invoice.aspx page | The following are the settings for the Invoice.aspx page | ||
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Assumptions: The database and table must be added to CRM | Assumptions: The database and table must be added to CRM | ||
[[File:aropeninv.png]] | |||
The list itself is stored in CRM and should be setup as follows: | The list itself is stored in CRM and should be setup as follows: | ||
[[File:invoicelist.png]] | [[File:invoicelist.png]] | ||
Latest revision as of 14:38, 16 September 2013
This screen allows you to list the customer invoices from MAS.
The user can click an invoice number to download/view the PDF version of the invoice.
Add the option to the Portal menu
The following are the settings for the Invoice.aspx page
<add key="InvoiceTable" value="mas.dbo.AR_OpenInvoice" /> <add key="InvoiceList" value="AR_OpenInvoiceList" /> <add key="InvoiceFilter" value="" /> <add key="InvoiceListOrderBy" value="" /> <add key="lblInvoiceHint" value="Click on the line item to open the invoice"/> <add key="lblInvoice" value="Your Invoices"/> <add key="tbInvoiceFilter" value=" and invoiceno='#tbInvoiceFilter#'"/> <add key="lblInvoiceFilter" value="Invoice Number"/>
Assumptions: The database and table must be added to CRM
The list itself is stored in CRM and should be setup as follows:
