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Saved Search > Customer Payments with a Specific Payment Processing Profile

Here's a sample Saved Search that shows all Customer Payments with a given Payment Processing Profile.

  1. Navigate to Lists > Search > Saved Searches > New
  2. Select Transaction
  3. Rename the Saved Search
  4. Under the Criteria tab, add the following filters:
    1. Type is Invoice  
    2. Main Line is true
    3. Payment Event Fields.. Payment Processing Profile is select the Payment Processing Profile you prefer
  5. Under the Results tab, add the following:
    1. Document Number
    2. Amount
    3. Payment Event Fields.. Payment Processing Profile
    4. Note: Add other fields as necessary.
  6. Click Save & Run

I hope this helps! ?

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Dominica Sevilla - Oracle | OTC / P2P / ASB Guru

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