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I would like the customer to be able to print their current statement or just view it in PDF format. Also I would like to be able to customize the design and layout of the statement/invoice to match my company image.

What events do I need to add to a print button so that it pulls account information from a transactions table and displays it as a PDF?

Do I need to create a template in the report designer? If so, what actions do I need the button to call?

Your help is appreciated.

Regards,

Matt

Matt,

The Generate Report action is what calls and displays reports. The Generate Report action also lets you select filters on what data is going to be reports on. Currently there is no statement report in Method but one can be created using the Method Report designer.  If you look at this forum post, it goes over some of the concepts of creating a statement report in Method.

-Michael 

Michael,

Thanks for the reply. How do I get the "generate report" action to only display one invoice for the specific customer? right now it generates a report of all open invoices. What filter do I need to set so that only the current customer's invoice is generated?

Thanks,

Matt

Matt,

This forum post should have the information you need (Link).

-Michael