How can I create a saved search that pulls customer payments and link all invoices that the payment applies to?

AI generated answer (using internal Slack threads):

To create a saved search that pulls customer payments and links all invoices that the payment applies to, 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 link between the payment and the invoice is at the line level) 4. On the Results subtab, add the fields you want to display. To link the payment to the invoice, you can use the following fields: -

Applying Transaction

(This will display the payment record) -

Applied To Transaction

(This will display the invoice to which the payment was applied) 5. Save the search. Remember, the

Applying Transaction

and

Applied To Transaction

fields are available at the line level, so make sure to set Main Line = False in your search criteria. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******