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Show Outstanding Balance On Invoices

  • 16 August 2022
  • 3 replies
  • 38 views

Userlevel 2

Currently, when we print, email or export our Sales Invoices, they only show the original Total. How can we have our Sales Invoices show the Outstanding Balance? 

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Best answer by laura01 16 August 2022, 23:11

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3 replies

Userlevel 7
Badge +9

Hello @scottaisd00 ,

The printed forms can be modified in Acumatica Report Designer, to replace the Original Document Amount with the current Balance.

This example is the Sales Order Invoice:

On Fields tab, expand ARInvoice table, find DocBal or CuryDocBal (experiment first in your test environment to make sure you have the correct field and desired results).

 

Userlevel 2

Thank you, Laura for the fast reply. I will try this in Sandbox.  How do I access Report Designer?

Userlevel 7
Badge +9

Hello, The report designer can be downloaded from Acumatica.com. I’m not sure about the exact link - I’m a partner and I may have different options than you.  Here is a recent question that Acumatica answered related to the report designer training.  HTH.

 

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