We have a critical need to get the actual dollar amount that the customer has paid to date on a project so that we can display that value on a project summary report. We’ve tried to figure this out but whatever formula or string we need to develop in order to come to the number has proven to be elusive.
Anyone have a way to get this paid-to-date number?
Best answer by Laura02
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+18
Hello,
Please try subtracting the sum of AR Doc. Orig. Amount for project invoices, less the sum of Open AR Balance for all Project Invoices, to arrive at amount paid toward the project.
Laura
Thanks Laura!
try subtracting the sum of AR Doc. Orig. Amount for project invoices, less the sum of Open AR Balance for all Project Invoices, to arrive at amount paid toward the project.
The AR invoice Balance is also updated by credit/debit memos. So, the proposal won’t result correct cash value when the memos are applied.
I ultimately want to see a calculation that shows me the “total revised contract amount” minus the sum of all invoices paid to date that tells me the balance due.
The sum of AR Doc Orig Amount will potentially include credit/debit memos which does not allow me to see a true “Balance Due” on the project as a whole.
We are working on it,
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