[jen_n]

Hello,

I’m trying to create a report or saved search that shows the following detail, filtered by customer and payment date.

Customer – Invoice# – Invoice Amount – Payment Date – Discount Taken – Credit Memo Amount Applied – Payment Amount

We expense wiring fees from customers to a sales discount account. This amount gets recorded when accepting payment and entered into the discount taken field. Essentially, we are trying to create a report that shows the actual payment amount on an invoice less wiring fees and credit memos that have been applied. We’d like to filter by payment date and customer.

Any ideas on the best way to go about doing this?

Thanks!
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[samzad]

create a transaction search with with proper criteria such as type, status etc and formula in result to show the actual payment. You have to include the date and customer field in the available filter region. Please give us some more details on the criteria and requirements so can give you better answer

[rtclayton]

jen_n, did you have any luck?

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