how can i add subtotals by item to a customer invoice?

AI generated answer (using internal Slack threads):

To add subtotals by item to a customer invoice, you can create a custom field sourced from a saved search which sums up the total for you. This custom field can be displayed on the invoice for viewing in the UI or on Advanced PDFs. However, it's important to note that this custom field will not be placed at the bottom of all the item lines, but rather at the top of the items. Here's a general idea of how you can create a custom field sourced from a saved search: 1. Go to Customization > Lists, Records, & Fields > Record Fields > New. 2. Set the Type to

Free-Form Text

. 3. In the Applies To tab, select

Transaction

. 4. In the Validation & Defaulting tab, set Default Value to be your saved search that calculates the subtotal by item. The formula for the saved search could be something like

{amount} - NVL({shippingamount},0) - NVL({taxtotal},0)

, which subtracts shipping and tax from the total amount to get the subtotal. Please note that this solution is for viewing purposes only. If you need to use this data for other purposes, you may need to use scripting. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******