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Saved search of customer payments and the invoice being paid
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.