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Transaction Saved Search for Monthly Recurring Invoices

edited Jun 2, 2025 2:49PM in Ask A Guru 3 comments

Hi Gurus! Can someone help me with this saved search? I am trying to generate a saved search that pulls invoices that are from sales orders with billing schedule.

Criteria:

Results:

The detailed view pulls the correct amounts but the problem is in the summary results. It would double the amounts. We tried to remove the Applied to Transaction criteria then the summary results displayed the correct amounts. We tried to use the Created From fields for the billing schedule criteria but resulted to 'no search results match'.

Does anyone know a workaround for this? Thank you.

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