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How to create a SS to see Invoice billing status and associated Sales order?

edited Jun 2, 2025 2:38PM in Ask A Guru 4 comments

Hello there, i'm trying to create a Saved search which will show billing status of all invoices created from Sales Order, with outstanding amounts. Ideally i'd like to have a summary of Sales Order and associated amount, and a figure for all associated invoices which will expose outstanding amounts, thenbe able to drill down to the Sales Order record and see the associated Invoice details. I tried something similar a while back, but as it's an invoice (with main line true) transaction search it appears to be only pulling one invoice for each Sales Order, for instance the SO highlighted

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