Hi All. I've created a saved search to list out a...
# general
j
Hi All. I've created a saved search to list out all payments within a specified time frame. I'm trying to display the related invoice number in the search results, together with some additional fields shown on the invoice itself. However within the search I can't seem to link from the payment to the invoice. I thought it might be Applied to Transaction or Applying Transaction within the results fields, but neither seem to return any values. Any ideas how I can list out the payments together with information from the original invoice?
a
Is your payments search set to main line = true? If so, remove that since the applied to (or applying, I always forget which is which) transaction might be at the line level of the payment.