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Customer Payments Saved Search
I want to create a simple saved search report that shows me payments recorded from customers on a daily basis by locations (we use multiple locations).
But how can I do that without reflecting debit and credit transactions. Everything I try to do pulls both sides of transactions when all I want is (example):
Customer 1 made a payment of $1000; Customer 2 a payment of $2500; customer 3 a payment of $500 for a total of $4000 on yesterday for Location 1, etc.
For this report I'm not concerned about what accounts are used or whether the payments have been deposited yet or not.
Help anyone!
ARJ
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