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Report (or Saved Search) to show Invoice, Payment, Discount Taken, Credit Memo

edited Dec 3, 2019 4:07PM in Search / Reporting 2 comments

Hello,

I'm trying to create a report or saved search that shows the following detail, filtered by customer and payment date.
Customer - Invoice# - Invoice Amount - Payment Date - Discount Taken - Credit Memo Amount Applied - Payment Amount

We expense wiring fees from customers to a sales discount account. This amount gets recorded when accepting payment and entered into the discount taken field. Essentially, we are trying to create a report that shows the actual payment amount on an invoice less wiring fees and credit memos that have been applied. We'd like to filter by payment date and customer.

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