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Help with Creating a Saved Search to Show Applied Payment Details on Customer payment record

in Search / Reporting 3 comments

Hi Dear all,

I’m working on creating a saved search to display details for customer payments, specifically focusing on the "Applied" tab, and I need some assistance.

I want to create a report that shows customer payments along with the transactions to which they’ve been applied. The goal is to include the following information in the search results:

Payment amountApplied transaction (such as invoice or credit memo)Applied amount for each transactionRemaining amount on the payment

I’m familiar with the basic steps to create a transaction saved search, but I’m unsure how to pull in the "Applied to Transaction" details and the specific applied amounts. Can anyone provide guidance or examples of how to achieve this, or any tips on using joins to access this data?

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