Transaction Saved Search to Display Invoices Paid via Credit cards and Include invoice date, number, invoice amount, payment date, payment method and amount paid

1. Navigate to Reports > Customer/Receivables > A/R Payment History by Invoice > Customize.

2. Under Edit Columns screen, work on the Payments By Invoice and Transaction Dimension folders and set the following column fields:

    •     Transaction Dimension: Date
    •     Transaction Dimension: Transaction Type
    ·    Transaction Dimension: Transaction Number
    •     Transaction Dimension: Terms: Name
    •     Transaction Dimension: Amount (Gross)
    •     Payments By Invoice: Date
    •     Payments By Invoice: Payment Method (Transaction): Name
    •     Payments By Invoice: Amount Paid

Note: You have the option to change the column field names by entering the appropriate name in the Column Label field. 
For example: Transaction Dimension: Date, you can fill the Column Label = Invoice Date

3. In the Filters page, you can further filter the report in addition to the Originating Transaction Date.

4. You can go to the Payments by Invoice folder > Payment Method (Transaction) subfolder.

5. Select Name and set - equal to the credit cards (i.e. Visa, Mastercard and others).  See example below:

    •     Report Component: Payment Method (Transaction)
    •     Field: Name
    •     Value: equal to Visa, Mastercard and others credit cards

6. In the Sorting page, you have the option to sort the report such as:

    •     Report Component: Payment by Invoice
    •     Field: Date
    •     Decending: Yes

7. Hit Preview or Save.