0

Invoice recipient

We are retrieving information from another table

We know who the client of an event is. This link between the event and the company (contact person) has already been added.

Based on this link, we can pull the invoice recipient of the company into the invoice.

We have already created a formula field called Invoice Recipient.

  1. We open the field settings for the Invoice Recipient formula field in the Invoices table settings.
  2. Click on the Formula field. The Formula Editor will open.
  3. Just a reminder: The Invoice Recipient is assigned through the Company of an Event. In the Company table, we have entered the Contact Person in the First and Last Name field.
  4. We "retrieve" the corresponding information through the available fields on the left sidebar:
    1. Open the submenu of ➡️Event by clicking the arrow.
    2. Open the submenu of ➡️Company by clicking the arrow.
    3. Click on First and Last Name.

In the formula editor, it will then show:

Event.Company.'First-and Last-Name'

In the Events table, the content of the First and Last Name field from the Company table will be retrieved.

Don't forget to save! 💾

  1. Follow our example to test our small script.
  2. Create an invoice.
  3. Click in the Event field in the form and select the event 80th Birthday of Mrs. Luise Müller.
  4. Through the link Event ↔ Company, the contact person Stephen Regal will be retrieved.

The first preparations are complete! 👏

To be able to enter various items in our invoice, we will add a sub-table next...

Reply

null