offset AR AP balance report

Question

Hi expert,

I have customer A and sell them my product and also in this Customer A i purchase some other items.

Now i want to  know how much balance between payable and receivable i have in Entity: Customer and Vendor A, in i view data.

how to achieve this report ?

regards

agus

ArūnasZ · Accepted Answer

The best way would be if you have the same entity record. Then you could see the balance for both sides. Vendor or Customer can have relationships and then the same Entity can act as Vendor and Customer. Look under the subtab Relationships. So now I would create Relationship of Vendor type in Customer record and then merge the old Vendor record to the new one.