Print the Customer Balance on Invoices and Sales Order with a Dollar Symbol

 

The Balance field in the customer record can be set to print on invoice and sales order forms; however, the field displays the currency value only without a currency symbol.

Below are the steps to insert a currency symbol before the actual balance amount on invoices and sales orders:

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Provide a label.
3. Set Type to Free-Form Text.
4. Unmark the Store Value checkbox field.
5. Click the Validation & Defaulting tab and insert this expression on the Default Value field: TO_CHAR({entity.balance},'$999,999,999.99')
6. Make sure the Formula checkbox is checked.
7. Click Save & Apply to Forms.
8. Make sure all Show checkboxes are unchecked.
9. Mark the Print checkbox corresponding to the sales order and invoice forms being used in your account.
10. Click Save.