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Sales Order Total / Closed Lines / Unbilled Orders

edited Dec 11, 2025 4:52PM in Ask A Guru 4 comments

Please can someone confirm if what I am seeing is normal / expected behaviour?

If you close a line on a Sales Order, the value (including tax) is still included in the Total value for the Sales Order

This is a little confusing, but if this is how the system works then we can advise users accordingly…

However

We have now deduced that the 'Unbilled Orders' value that is shown on the Customer record includes only the pre-tax values of 'Open' lines on the Sales Order (i.e. it excludes any closed lines) but it seems to include the tax for all lines (including the closed lines).

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