Invoices MAS
From Customer365 for SageCRM
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: