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Finance | Project Operations, Human Resources, ...
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Display Payment term on each 'splitted' line

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Posted on by 9

Hi everyone,

I need some help with the Open Customer Invoices view. Specifically, I'm looking to display the payment terms for each invoice line. The view currently shows the split invoices with the correct amounts and due dates, which I assume are based on the payment schedule.

For example:
Invoice number: ABC123 - $100,000
Payment Schedule with 2 payment term lines:

  • PaymentTerm1: 50% due in 30 days
  • PaymentTerm2: 50% due in 60 days

In the Open Customer Invoices view, I see:

  • ABC123 - 24/06 - $50,000 - PaymentTerm1
  • ABC123 - 24/07 - $50,000 - PaymentTerm2

I want to see the payment terms(bold) for each line in the overview. How can I achieve this to do it in Synapse or OData or even in the application itself?

Also is it possible to get the same information when it's not open anymore? 

Thanks in advance!

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