How Amount Unbilled is calculated on saved search

AI generated answer (using internal Slack threads):

The 'Amount Unbilled' in a saved search is calculated by subtracting the billed amount from the total amount. The billed amount is calculated by multiplying the quantity billed by the rate. Therefore, the formula for calculating the unbilled amount is

amount-(quantitybilled*rate)

. If you want to show the percentage of sales for a month that are unbilled, you can do this with a saved search on sales orders and leveraging the 'amount unbilled' results field vs the total amount. However, this might be complicated if not all of your sales go through sales orders and you also have cash sales or direct invoices. If you want to add criteria to an unbilled sales order transaction saved search where the main line is false but it should still pull in any order lines even if the line is $0 for unbilled amount, as long as there are other lines in the same order with an unbilled amount, you can use the Criteria Summary conditions where you would Sum Unbilled > 0. Your Results would need appropriate Grouping. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******