Scenario
There are cases when users want to show in the PDF layout that an invoice has been fully paid. Aside from the Amount Remaining / Amount Due = 0.00, there are no other indications that the invoice has been fully paid.
Solution
As a solution, users can add the "Paid In Full" transaction status on the printed Invoice using Basic PDF Layouts
1. Customize the Transaction PDF Layout
1. Navigate to Customization > Forms > Transaction PDF Layouts
2. Click on the Edit link beside the currently used Layout (or Customize a Standard Layout)
3. Click Add Custom Element
4. Configure the Custom Element with the following setup:
5. Click OK
- Element Name: Element 1
- Show Label: is False
- Element Text: <%=CASE WHEN {status} = 'Paid In Full' THEN {status} ELSE ' ' END%>
6. Adjust the Element Data Style as needed for visibility (e.g. set Font Size = 20)
7. Drag the element to the desired position
8. Click Save
2. Assign the Transaction PDF Layout to the Transaction Form
1. Navigate to Customization > Forms > Transaction Forms
2. Edit the Invoice Transaction Form used
3. On the Printing Type field, select Basic
4. On the PDF Layout drop down, select the Layout customized in Step 1
5. Click Save
Note: This setup will display Paid In Full only when the invoice is fully paid. For any other status, it will just return a blank space.