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Checking feasible to print Appointment information from the Invoice screen when an invoice is printed or emailed

  • July 1, 2026
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Captain II
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Checking feasible to print Appointment information from the Invoice screen when an invoice is printed or emailed. Is it possible to print or email appointment information invoice screen?

Best answer by rkenna

Hi ​@ranjithduraisamy72, have you thought about putting the information inside of the Invoice RPX file? This way, it can be printed and emailed automatically with the Invoice?

Cheers,

RJ

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4 replies

rkenna
Captain II
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  • rkenna
  • Captain II
  • Answer
  • July 1, 2026

Hi ​@ranjithduraisamy72, have you thought about putting the information inside of the Invoice RPX file? This way, it can be printed and emailed automatically with the Invoice?

Cheers,

RJ

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RJ Kenna | Stellar One Inc.
    Captain II
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    ​@rkenna Yes, I thought to customize the existing invoice print form and add the required information from appointment. But thought of checking in community is there any way to do it.

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      rkenna
      Captain II
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      • rkenna
      • Captain II
      • July 6, 2026

      ​@ranjithduraisamy72, I think that is going to be your best bet. From an end-user perspective also, that might be the best experience for them also having all of the information together.

       

      Cheers,

      RJ

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      RJ Kenna | Stellar One Inc.
        mohammadnawaz51
        Varsity I
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        ​@ranjithduraisamy72

        Report customization is mandatory for this requirement.

        We can create either a hidden field or a standard custom field to copy the required data from the Appointment screen to the Invoice screen during invoice creation. Once the value is stored in the invoice table, we can use that database field to display it on the report.

         

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