Add Subscription Customer Name and Invoice Owner to Invoice
Is there a merge field that can be used to pull in the customer name and invoice owner from the Subscription object basic information?
Re: Add Subscription Customer Name and Invoice Owner to Invoice
Please accept our apologizes for the long delay in response to your query.
You can use the below fields in your Template to differentiate the Invoice Owner and Subscription Owner in your PDF.
- "Account.Name" gives the value of Invoice Owner Name
- "InvoiceItem.AccountName" & "InvoiceItem.AccountNumber" gives you the value of "Subscription Owner Name" and "Number" respectively
Below is the sample:
Please follow the below document for the available objects/fields for the Invoice Template - Invoice Template Merge Fields
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