We like to use only one invoice for our family groups of clients, and have been manually picking which invoice to print from the three “client”, “joint”, or “family”. But I finally realized I could use the “Relevant” coding on the templates to determine which invoice to print:
To have ONLY the “CInvoice” (for single people) show up in the file and print settings: on the CInvoice template put in the “Relevant” box this code:
not(coupled(CurrentClient)) and (count(File.Dependants) = 0)
To have ONLY the “JInvoice” (for coupled people) show up in the file print settings: on the JInvoice template put in the “Relevant” box this code:
coupled(CurrentClient) and (count(File.Dependants) = 0)
To have ONLY the “FInvoice” (for people with dependants) show up in the file print settings: on the FInvoice template put in the “Relevant” box this code:
CurrentClient = File.Principal and (count(File.Dependants) > 0)
If you haven’t customized these templates before you will have to customize them to add these codes.