Wednesday, May 22, 2019

Invoice Search show Check # under Payment Method tab of Customer Payment

1.      Navigate to Reports> New Search> select Transaction then click on Create Saved Search button

2.      Rename Search Title

3.      On the Criteria tab> Standard sub tab add the following Filter and Description:


Filter  | Description


Type   | is any of Invoice

Date   | user can indicate any date range ** this is Invoice Date


4.      On the Results tab > click Remove All button then add the following fields:


>> Date

>> Number

>> Name

>> Amount

>> Paying Transaction fields... then select PO/Check Number


5.      Save and Run


** You have the option to Display Main Line Fields or all Fields.

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