Hello to the most fabulous NetSuite users on the planet!
I am struggling to create a search that can be used on Customer dashboards. I have searched and experimented and now reach out to the experts.
On the Customer dashboard, I need a way to show invoices issued by class with columns for invoice count, total amount, amount paid (if any), and open balance (if any).
Drill down capability would be awesome!
Some invoices contain more than one class so invoice line level is where this needs to originate.
Ultimate goal is to provide upper management with tools to view summary information and drill down to more data when needed.
Thank you in advance!
