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How can I include negative invoice amount under account's Key Metrics?

Question/Problem Statement:

 

Negative invoices are available in the account, how can I automatically see those under the account's Key Metrics?

 






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Re: How can I include negative invoice amount under account's Key Metrics?

Solution:

 

Navigate to Settings > Z-Billing Settings and select Define Billing Rules> set Include invoices with negative totals in the Account Balance (included associated Debit Memos)? to Yes.

 

The settings will specify whether to include invoices with negative totals. If you select No, only invoices with positive totals will be included in the account balance.

 

Referenced Article: Include invoices with negative totals in the Account Balance (included associated Debit Memos)?






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