Customer Payment Saved Search and Details of Invoices Paid or Applied

User wants to create a saved search showing customer payments and the related invoices paid.

1. Go to Lists > Search > Saved Searches > New
2. Click Transactions

3. Search Title: enter title

4. Click Criteria tab
5. Click Standard subtab

6. Filters:
   1. Type is Payment
   2. Main Line is False
   3. Shipping Line is False
   4. Tax Line is False
   5. COGS Line is False

7. Click Results tab
8. Click Columns subtab

9. Fields:
   1. Date
   2. Document Number
   3. Amount
   4. Applied to Transaction
   5. Applied To Transaction: Date
   6. Applied to Transaction: Amount

10. Click Save & Run