Hi guys, anyone know, how can I get customer Payme...
# suiteanalytics
s
Hi guys, anyone know, how can I get customer Payment Allocated date in Payment saved search? Eg. Payment date is on 03/08 without having invoice applied. On 06/08, the payment allocated to an invoice and invoice status becomes paid in full and payment status. I have used appliedtotransaction.dateclosed But this returns the payment date i.e. 03/08, not when it actually allocated i.e. 06/08 I have used last modified date, but when any user update any other field eg. memo, the last modified date changed, so we cant use it.
c
If you're looking for just the date invoices were paid, try a transaction saved search with type= invoice. Then try going off of the system notes fields from the invoice, and pull the date that the status changed from "Open" to "Paid in Full".
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