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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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How to retrieve Invoice Amount Remaining as of a Specific Date using a Saved search?
Hi Gurus,
I tried to get the amount remaining on an Invoice as of a specific date using a saved search, similar to how the AR Aging Report builder works
Example:
Invoice (Date: 03/05/2025): Amount = $ 1000
Payment 1st (Date: 03/10/2025) : Amount paid = $ 200 ⇒ Amount Remaining = $ 800
Payment 2nd (Date: 04/15/2025): Amount paid = $ 500 ⇒ Amount Remaining = $300
When I run saved search with a To date filter set to 03/31/2025, the Amount Remaining show as 300$.
However, I would like it to show $800 as of 03/31/2025, and $300 as of 04/30/2025 similar to how the AR Aging Report works.
How can I configure a saved search to return the correct Amount Remaining based on the "To Date" filter, just like the AR Aging Report does?
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