Rebecca Carter

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For (hopefully) better information: Criteria: Type = Payment Name = Customer being reviewed Main Line = True Results Date Document Number Name Account Cleared Applying Transaction Applying Transaction : Date Note: Nothing is showing up under Applying Transaction field results

in Payment Date vs Deposit Date? Comment by Rebecca Carter Mar 26, 2024 5:34PM
It did!

in How do I get the full payment amount (including applied credits)? Comment by Rebecca Carter Mar 14, 2024 5:31PM
Hi Patrick! Thank you for responding and apologies on not being clear. I am working on a search for tracking Customer payments/credits applied. There is a customer that pays once a month. I plugged in your example for Bills, however, the 'Applied Transaction' amount is coming through as the full payment for each invoice…

in How do I get the full payment amount (including applied credits)? Comment by Rebecca Carter Mar 14, 2024 4:24PM

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