Saved Search to Show Breakdown of Applied Amount of Customer Payment

To create a saved search which would show the applied amount of customer payment and the breakdown of its application, users can perform the following steps:

 

1. Navigate to Lists > Search > Saved Searches > New

2. Click Transaction

 

3. Enter a Search Title

 

4. In the Criteria tab > Standard subtab, add the following filters:
• Type = Payment
• Main Line = False
• Account Type = Accounts Receivable

5. In the Results tab > Columns subtab, add the following fields:
    
Date
Type 
Name
Amount (Transaction Total)
Amount Paid  |  Custom Label = Applied Amount
Applied To Transaction
Applied to Link Amount

To also show the unapplied amount, add

Amount Remaining | Custom Label = Unapplied Amount

 

6. Click Preview or Save the search.