Auto Fetch Items from sales invoice in customer Form

ERPNext
1

is there any way i can get items in customer form after sales invoice

use case

after billing to a customer if i want to get the details whats are the items sold to the customer in what rates with serial no for warranty.

2

You should be able to do it with a query report.

Screenshot 2026-04-04 at 3.04.03 PM
Screenshot 2026-04-04 at 3.04.03 PM1136×766 40.6 KB

SELECT
    si.name AS "Sales Invoice:Link/Sales Invoice:120",
    si.posting_date AS "Posting Date:Date:100",
    sii.item_name AS "Item Name:Data:280",
    sii.serial_no AS "Serial No.:Data:280",
    sii.rate AS "Rate:Currency:100"
FROM
    `tabSales Invoice Item` sii
JOIN
    `tabSales Invoice` si ON sii.parent = si.name
WHERE
    si.docstatus = 1
    AND si.posting_date BETWEEN %(from_date)s AND %(to_date)s
    AND si.customer = %(customer)s
ORDER BY
    si.posting_date DESC
3

If its just a quick one-time thing you can use the 3 dots menu and copy to clipboard - the ouput is a json file

4

@pacific.nikhil

Item Wise sales history report is already there where you can fitler customer for items and sales invoices based on date range.

There is no need to update customer master or may be any other custom report.

5

Thanks

6

thanks