Hey everyone, I have a Payments search and I need to report the Item(s) on the Invoices it is applied to. I am using Applied To Transaction fields..., which points to the Invoice record, but the Item results are blank. I tested a standard invoice search and the Item field shows me the item details I need. Any ideas?

Unfortunately they only apply at header level. You will be unable to join item details that way.

Just a theory. Couldn't you go at it from the opposite direction? As in, hit the invoice first, then display the applying payment as a link? This way you would have the item info as well as the payment. Without knowing the full need, its difficult to know if this will actually work for you, but worth a shot

In my experience that doesn't work. Probably have to get creative with a new custom field and populate it some other way.

Hey guys, thank you for the replies. Sorry, I did not notice these until now. I'll try your suggestions over the weekend and see what I can get.