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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
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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