get the amount charged to a client over a period programatically (suiteql or otherwise), by adding all invoices and credit memos

AI generated answer (using internal Slack threads):

To get the amount charged to a client over a period programmatically, you can use SuiteQL or SuiteScript to sum up all invoices and credit memos for that client within the specified period. Here is a sample SuiteQL query that you can use to get the total amount from invoices:

sql
SELECT SUM(amount) 
FROM transaction 
WHERE entity = :customerId 
AND tranDate BETWEEN :startDate AND :endDate 
AND type = 'CustInvc'

And another one for credit memos:

sql
SELECT SUM(amount) 
FROM transaction 
WHERE entity = :customerId 
AND tranDate BETWEEN :startDate AND :endDate 
AND type = 'CustCred'

In these queries,

:customerId

is the internal ID of the customer,

:startDate

and

:endDate

are the start and end dates of the period you are interested in. You can execute these queries using the

N/query

module in SuiteScript:

javascript
var suiteQL = "SELECT SUM(amount) FROM transaction WHERE entity = " + customerId + " AND tranDate BETWEEN '" + startDate + "' AND '" + endDate + "' AND type = 'CustInvc'";
var result = query.runSuiteQL({query: suiteQL});

Remember to replace

customerId

,

startDate

, and

endDate

with actual values. Also, make sure to subtract the total amount of credit memos from the total amount of invoices to get the net amount charged to the client. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******