Please see the screenshot.

For the tabs as you see in the screenshot (classic center)

I have recreated the steps you provided above and the ubilled orders amount is still not pulling in. It pulls in the balance ($76.50) and the total of the sales order ($100)

Hi Joahanna, I believe the issue is the "Unbilled Orders" field not sourcing in correctly into the formula. For example, I tested the calculation of {balance} + {unbilledorders} and populated the number in the Memo Field. I created a SO and it returned a null value for the unbilled orders field instead of 74,453.11. Do you…

Here is the "Confirm" action. Applied to the Sales Order

Hi Ely - that preference is not enabled. Specifically, I would want the Parent Customers to pay for the child customers. However, when the Parent is selected none of the child customer invoices show up. Only when the Grand Parent is selected then the open invoices appear. Customer setup is Grand Parent : Parent : Child…