Anyone knows how to get the following on a transac...
# general
j
Anyone knows how to get the following on a transaction saved search? • Date last statement sent. • Date of last payment • Amount of last payment Thanks,
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m
@JC I don’t know about the statement part. But, a payment can be found with the “applying to transaction” field. This will pull everything though, payments, credit memos, etc. you’ll need to probably do a formula field to grab dates from payment records then do a max summary to pull the most recent date payment.
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