The program is operating as it is designed based on your description. Use the Ideas area at the top of this page to get the programmers to change it.

If you are using Premium, I would consider using the different Styles for your divisional invoicing. Then you don't have to switch. See the Reports & Forms, Invoices setup area and the View menu in the Sales data entry screen. The programmer's implementation of this feature used to be better because you could see the Style in use on screen without going to a menu, but they changed it years ago.

And what about having different email subjects and text in conjunction with different forms of one type ? i.e. right now all invoices go out with the same subect and text.

If I enter an invoice as 'pay later' , I use my "bill" form and the subect as configured begins with Invoice
If I enter an invoice accompanied by immediate payment, I use my "receipt" form and edit the subject to read "RECEIPT" instead. The message text was carefully crafted to be generic (attached is a receipt (paid) or bill (amount owing)...) , but I would prefer to use different text. If they've paid already, I could upsell or give a monthly tip instead of payment information they don't need.

Looks like I have no incentive to upgrade until they improve the forms, too invested in CR's power.
Does BMR work on Win 10?

I would not expect the programmers to change too much with the forms, but I might be wrong at some point.  For your message text, depending on your exact process and needs, if you are using some email program like Outlook, I would consider using Signatures to enter the text for you quickly.  Turn your email offline, then send your email to Outlook.  Then go to your outbox and edit any email with the appropriate text you need.  Signatures are quick ways of inserting the text.

JJD said:

Looks like I have no incentive to upgrade until they improve the forms, too invested in CR's power.
Does BMR work on Win 10?

Now it sounds like you are not using the internal sfm forms.  If that is the case, the why don't you use the power of Crystal to change your invoice format depending on what you print.  If you print a paid invoice (eg. post the entry to have it stored in the database as paid, then print it), you can have Crystal show the label Receipt instead of Invoice at the top and still give you the invoice details, show $0.00 owing and a PAID stamp if you want.  I did mine that way years ago.

I believe I have a couple of people using BMR on Win10 but I couldn't tell you who right now because I don't track it.  I would be surprised if there wasn't several companies on it by now.  I have not heard of any problems.  However, a couple of issues have come up with the newer Crystal Print Engines not supporting Number Parameters properly.  However, I have gotten around those by using String parameters.  The last time I checked SAP has only recommended I upgrade again when the next print engine version comes out and test it again.  My program still installs an older version of the Print Engine so most people are not noticing, however, I have a couple of clients who use Crystal in other programs and have upgraded the engine to be more compatible with those products because they were installed later.  They chose not to go backward.  So I edited the reports to work.

"If you print a paid invoice (eg. post the entry to have it stored in the database as paid, then print it), you can have Crystal show the label Receipt instead of Invoice at the top and still give you the invoice details, show $0.00 owing and a PAID stamp if you want. I did mine that way years ago."

This is exactly what I have done as well many years ago. It's very clear ONCE/IF they open the pdf what it is. The fact I use different forms means the pdf also has also _bill_ or _receipt_ in the PDF file name. I have defaulted to 'invoice' in the subject line, manually changing it to receipt. When I have time to investigate I will play around with Outlook rules for the subject and message text.

I am training a junior admin assistant; I am seeing that what I can do in my sleep after 20+years is way too fiddly to teach and leaves lots of room for errors! So I am slowly trying to streamline and simplify as we go.