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Saved search of customer payments and the invoice being paid

edited Dec 3, 2019 4:07PM in Search / Reporting 5 comments

Hello,

I am trying to create a saved search that shows all payments received and the invoice reference number that is being paid.

I have created a Transaction search: Type = Payment

In criteria: Main Line = True

In Results I have tried to add a number of fields to pick up the invoice number including

Paying Transaction
Applied To Transaction : Reference Number
Applying Transaction : Reference Number
Paid Transaction : Reference Number
Paying Transaction : Reference Number

But all come up blank.

Thanks for any help in advance.

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