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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Retrieve the unapplied payment date and applied payment date from an Invoice

edited Jun 2, 2025 2:49PM in Ask A Guru 6 comments

Is there a way to retrieve the unapplied payment date, applied payment date, and details of both applied and unapplied payments on an invoice using a saved search or through customization?

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