In a transaction saved search type = invoice, how ...
# ask-stanley-ai
l
In a transaction saved search type = invoice, how can I access the payment in the results?
c
AI generated answer (using internal Slack threads):
In a transaction saved search where the type is set to 'Invoice', you can access the payment information in the results by using the
Applied To Transaction
and
Applying Transaction
joins. These joins will link the payment with the invoice record. Here's a brief explanation of these fields: - `Applied To Transaction`: This field shows the transactions that the current transaction is applied to. For example, if you have a payment, this field will show the invoice that the payment is applied to. - `Applying Transaction`: This field shows the transactions that are applied to the current transaction. For example, if you have an invoice, this field will show the payment that is applied to the invoice. You can also check the
Applied To Link Type
and
Applying Link Type
fields. These fields will show the type of link between the transactions. For example, it can show if a payment is applied to an invoice or a credit memo is applied to an invoice. Remember to remove the 'Main Line = True' filter if you have it set, as the applied to (or applying) transaction might be at the line level of the payment. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.864996135
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855964124
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855806708
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