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

It did!

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…