how can i add a field on customer payment for sales rep that can then be used for grouping payments and invoicse on the payments by payment report

AI generated answer (using internal Slack threads):

To add a field on the customer payment for sales rep that can then be used for grouping payments and invoices on the payments by payment report, you can follow these steps: 1. Navigate to the Customization menu, then Lists, Records, & Fields, and then Transaction Body Fields. 2. Click on 'New' to create a new custom field. 3. Set the Label to something like 'Sales Rep' and select the type as 'List/Record'. 4. In the 'List/Record' dropdown, select 'Employee'. 5. In the 'Applies To' subtab, make sure 'Customer Payment' is checked. 6. Save the custom field. Now, you can add this field to the customer payment form: 1. Open a Customer Payment record. 2. Click on 'Customize Form' in the top right. 3. In the 'Screen Fields' subtab, find your new 'Sales Rep' field and check the 'Show' box. 4. Save the form. Now, when you create a new Customer Payment, you will have a 'Sales Rep' field that you can fill in. This field can then be used in the 'Payments by Payment' report for grouping. To add this field to the report: 1. Navigate to the 'Reports' menu, then 'Custom', and then 'New Custom Report'. 2. Select 'Transaction' as the type. 3. In the 'Filters' subtab, add a new filter for 'Sales Rep'. 4. In the 'Grouping' subtab, add a new grouping for 'Sales Rep'. 5. Save the report. Now, your 'Payments by Payment' report will be grouped by the 'Sales Rep' field. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******