The most straightforward approach is to put all of these records into the same table to begin with.
Without that, you'd need to use a portal to list the records from at least one of these tables.
Thanks, Phil. Sorry if I was unclear. I should have said "portal" instead of "list." My question would then be is it possible to show two tables' records in one portal? (i.e. on a Projects page, there would be a portal that combined the credits from INVOICES and CREDITS)
Also trying to figure out a way to combine Invoices and Credits in one table. Version 1 is what I currently have. Version 2 add a table whose sole purpose is to combine the other two tables. Having trouble wrapping my head around this.