Saved Search Displaying Open Invoices, Items, Unit Rates and Total Outstanding Amounts

Navigate toLists > Search > Saved Searches > New >Select Transaction.

Criteria tab > Standardsubtab:

• Type = is Invoice
• Status = is Invoice:Open

Results tab > Columnssubtab:

• Date
• Period
• Type
• Name | Summary Type = Group
• Document Number | Summary Type = Count
• Created from
• Item
• Quantity
• Item Rate
• Amount
• Amount (Shipping)

Also, ensure Show Totals is checked.

Available Filters tab:

• Date; Show in Footer = Yes (true)
• Customer Fields... > Name/ID; Show in Footer = Yes (true)

This will generate a list of invoices for eachcustomer. Upon clicking on individual customer names, a list of openinvoices with associated items, unit rates and total costs will berevealed.

Note:The Amount (Shipping) field extracts both the shipping and handling as atotal.