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Customer Save Search Report

edited Dec 23, 2019 10:57PM in Accounting / ERP 3 comments

I have created a custom transaction body Date field called "Date of Installation". Is there a way to create another field that takes the value of the first date field and automatically adds 3 days to the date to come up with a new date value.
Reason:
We need to generate a report (saved search) on customers where no payments, deposits etc were applied against the invoice within 3 days after the "date of Installation". Even though payments made be recorded after the 3 days we still want to be able to see what customers did not pay within the 3 day limit (for sales commission purposes)

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