Remove Remittance Slip from Invoice Advanced PDF Template for Specific Subsidiaries

Some companies require to display the remittance slip on their Invoice printouts. As a result, the PDF/HTML template has been modified to include the remittance information. On instances where the requirements have changed (e.g. where the remittance information should only be available to certain subsidiaries), a condition check needs to be applied on the template in order to omit the information if the conditions are met.

This article provides an example that hides the generation of the remittance information if the subsidiary name contains the letter combination PSUK.

Solution

1. Navigate to Customization > Forms > Advanced PDF / HTML Templates
2. Invoice Template: Click Customize
3. Click on the Source Code toggle button
4. Find the block of code that generates the remittance information

eg:

<table><tr><td>
<span>Remit To: </span> <br />
<span>${companyInformation.addressText}</span>
</td></tr>
<tr><td>
<span>ACH Payment: </span> <br />
<span>${companyInformation.companyName}</span> <br />
<span>Account #: </span> <br />
<span>ABA #: </span> <br />
</td></tr></table>

Update the code to the following:

<#if record.subsidiary?contains("PSUK")>
<#else>
<table>
<tr><td>
<span>Remit To:</span> <br />
<span>${companyInformation.addressText}</span>
</td></tr>
<tr><td>
<span>ACH Payment: </span> <br />
<span>${companyInformation.companyName}</span> <br />
<span>Account #: </span> <br />
<span>ABA #: </span> <br />
</td></tr>
</table>
</#if>
 
 

Click Save