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Customer search plus transaction field?
Hi:
Just created a saved search for Customer. Added customer name and current open balance (({unbilledorders}+{balance})). We needed that to show actual invoices and open orders.
First, the amount shows no drill down. Ideally to show all the invoices and open orders in a single column.
Is there a way to add the latest payment done by the customer?
Business process at the company we are working on actually bills the advanced payment, then get paids, and then, once the order is fullfilled and billed, they collect and thru a script they apply the advanced payment to invoices.
is it possible to add the latest or all the payments received on the search?
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