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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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