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NSC | Fetching Payment Amount Related to an Invoice in a Saved Search

in Accounting / ERP

Scenario

A user wanted to create a Saved Search in NetSuite that could be shared with the Collections team to display customers together with their recent payments applied against invoices.

The requirement included displaying the payment amount in both local currency and foreign currency. While testing Invoice Saved Searches, the user found that the standard Amount Paid field returned the combined total of all applied transactions, including Payments and Credit Memos, which did not provide the desired payment specific results.

The user needed a way to display only the payment amounts applied to each Invoice together with the related payment transaction details.

Judy Culanding | RPM | New to NetSuite

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