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Report/statement with Invoices and Sales Orders

edited Jan 3, 2020 12:38AM in Search / Reporting 4 comments

I'm basically trying to find a way to print a customer statement that has the Sales Order #s INSTEAD of the Invoice #s; Or maps Sales Orders to Invoice #s.  I need sales totals with tax.

When we enter an order, the Sales Order gets emailed to the customer.  So at the end of the month, he's looking for Sales Order #s.. not Invoice numbers.  So the standard customer statement doesn't work.

I've tried altering a customer statement, but there isn't a "created from" field... to get the associated Sales Order Numbers.

I've tried customizing various sales orders reports where i, but none of those have a field to display the total with tax (that I can find).

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