what invoice a payment was applied to in a saved search

AI generated answer (using internal Slack threads):

In order to find out what invoice a payment was applied to in a saved search, you can use the

Applied To Transaction

or

Applying Transaction

fields in your saved search. These fields should link the payment with the invoice record. Here are the steps to do this: 1. Create a new saved search for Payments. 2. In the Criteria tab, you can set your specific criteria. For example, you might want to set the

Date

field to a specific range to list out all payments within a specified time frame. 3. In the Results tab, add the fields you want to display. To display the related invoice number, you can add the

Applied To Transaction

or

Applying Transaction

field. You can also add additional fields shown on the invoice itself. 4. If you want to display only payments, you can add a filter in the Criteria tab where

Type

is

Payment

. Please note that if your payments search is set to

Main Line = True

, you might not get the desired results because the applied to (or applying) transaction might be at the line level of the payment. So, you might need to remove the

Main Line = True

filter. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******