Re: Creating a Billed to date field

Method_Greg — Wed, 19 Mar 2014 13:56:34 GMT

Hello Afrodite,

It should be possible. The invoice table holds an AppliedAmount and Terms field. The AppliedAmount holds the Receive Payments that have been put towards an invoice. The terms have the payment terms for the customer/invoice. I would say you need to do a Retrieve Value From Table action that gets records for a certain job, that have don't have AppliedAmounts and match the Terms you are looking for. This query would be on the Invoice table. You would need a more complicated query to find partial payments. I'm assuming by Job you mean sub-customer of a larger customer.

The action can be on a button or on page load for a custom screen. The value can then be displayed in a field you created.

- Greg

Creating a Billed to date field

Afrodite — Mon, 17 Mar 2014 16:05:46 GMT

Is it possible to creat a field or fields that show the total amounts billed per job, to date without the payments applied and broken down into 0-30 days, 30-60 days 60-90 days etc??

Method:Classic General Q&A

Re: Creating a Billed to date field

Creating a Billed to date field