consolidating two tables into one view

[Jamal_Mh]

Hello, AppSheet Community!

I am working on an app that involves generating invoices and settling payments for customer businesses. Here's how my data is structured:

• Unpaid Invoices: 

  ID

  Months

  Organization ID

  Branches

  Customer

  Tax Invoice

  Invoice Date

  Created At

  Created By

  Invoices

  Amount

• Paid Invoices: 

  ID

  Months

  Organization ID

  Branches

  Invoices

  Payment Type

  Token

I am using PDF generation to loop over the aforementioned tables to generate an SOA (Statement of Accounts). The report must represent a consolidated list of both Unpaid Invoices and Paid Invoices ordered by date (As shown in the link below).

Any advice or guidance on how I can achieve this would be greatly appreciated!

Thank you in advance for your assistance.

[SkrOYC]

You will need invoice items to show each of the rows.
And I would use HTML/CSS for the template but you can try any other method available.

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[BlueTech]

Hi,

I'm also looking to generate such statements. Does anyone have any information that they can share? The amounts in and out are on separate rows on the transactions table, each transaction is referenced to a customer. The statement should be generated from the customer's row, and additionally I would like an option to send statements to all customers with a balance below 0.