Friday, November 2, 2018

Create an invoice saved search which would list fully paid invoices and display the dates when they were paid in full


To create a saved search which would list fully paid invoices and display the dates when they were paid in full, users can perform the following steps:

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Type = Transaction.

2. Enter a Search Title.

3. In the Criteria tab > Standard subtab, add the following filters:
• Type = Invoice
• Main Line = T
• Status = Invoice: Paid In Full

4. In the Results tab > Columns subtab, add "Date Closed" field as search column.  This column displays the dates when invoices have been paid in full.

5. Preview/Save the search.

Note: For standalone invoices created for 0 amounts, the "Date Closed" column must display the dates entered under the "Date" field since their status is automatically set to "Paid In Full" upon creation.

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