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Saved Search to find invoices to be created from Billing schedule

edited Jul 1, 2025 11:59AM in Ask A Guru 4 comments

Hi guys!

We have a client using Billing Schedules. But the accounting department is not happy with the view of Process Billing Operations as the Invoices are created once this functionality run.

The client wants a step prior to creation of invoice, to be able to see the Invoices TO BE created based on the Billing Schedules selected in Sales Orders. Per month, per customer.

Is it possible to find this information by creating a Saved Search?

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