Not an issue or anything… just some positive learning experience comments
I had been trying to customize client invoicing somewhat, including the conditions upon when to print the CInvoice and when to print the JInvoice. I thought I had done everything correctly, but was getting unexpected output. For instance I had set the conditions for when to print which type of invoice, and whenever I went to print a return the software would either keep printing the Single invoice for a coupled return and no joint invoice, or neither of the invoices would show up as being checked in the print selection. It got to the point where I was actually starting to repeat what I had already done on prior unsuccessful attempts, with an expectation of different results…lol. Yes, I was saving and re-opening the client’s file every time I completed an edit, but this did not seem to work.
After playing around for quite some time what I discovered is with every saved edit to the “Used” or “Relevant” section of the invoice templates, I actually needed to go into Options–>Print Selection and REMOVE the CInvoice and JInvoice from the print selections, hit Apply, then add them again, and hit apply again. Once I learned to do this things magically started to work how I had hoped.
My issue after that was in trying to determine why both the CInvoice and the JInvoice would both print for a coupled return. The logic in the default template for the CInvoice was the “Relevant Condition” for this form was set to “true”. Once I changed that relevant condition to from true to not(coupled(CurrentClient)) I was off to the races. After a few tests I think I have the single invoice printing for non coupled returns and the joint invoice printing for coupled returns.
I may be a little slower than most… but eventually I get the hang of things…