I have a question I am hoping someone can help me with. 1. I am creating a saved search to show the date the invoice was paid. Currently I have only been finding things for the date closed which is not reliable and the formula I have tried has added over 2200 duplicates. Formula: CASE WHEN {status} = 'Paid In Full' THEN {systemnotes.date} END Thank you in advance!

You could use the applying to transaction date. For example CASE WHEN {applying to transaction.type} = ‘Payment’ THEN {applyingtotransaction.date} END

@AI1 Thank you! It still throwing errors or no date when they are paid in full.

What other transactions do you use to record payments? Cash sales? Credit memos?

We have only had 1 credit memo and no cash sales.

Do you have Main Line set to T or F in your criteria? Also what other filters do you have in your criteria