How can I create a saved search that shows all payments for a customer and which invoices they are applied to and how much of each payment is applied to each invoice?

AI generated answer (using internal Slack threads):

To create a saved search that shows all payments for a customer and which invoices they are applied to, and how much of each payment is applied to each invoice, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction as the type of search. 3. On the Criteria subtab, add the following filters: - Type = Payment - Main Line = False (This is important because the application of payments to invoices happens at the line level) - Customer = [Specify the customer or leave it blank to include all customers] 4. On the Results subtab, add the following fields: - Name (This will show the customer name) - Document Number (This will show the payment number) - Applying Transaction (This will show the invoice number to which the payment was applied) - Amount (This will show the amount of the payment that was applied to the invoice) Remember to save your search. Now, when you run this search, it will show all payments for the specified customer(s), which invoices each payment was applied to, and how much of each payment was applied to each invoice. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******