Scenario
Create a Saved Search that will show all unapplied Customer Payments.
Solution
1. Go to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction as the search type.
3. Under the Criteria tab > Standard subtab, please enter the following Filters:
- Type = Payment
- Main Line = False
- Applied To Transaction = any of = - None -
- Amount Remaining is above 0 = true
4. Under the Results tab, Columns subtab, please enter Fields such as:
- Date
- Name
- Amount
- Amount Remaining
- Status
5. Name the Search.
6. Click Save & Run.
The Criteria set is for all the Customer Payments totally unapplied. User may also use the following Criteria to show Customer Payments unapplied portion, since there may be Customer Payments not fully applied to an Invoice:
Under the Criteria tab > Standard subtab, please enter the following Filters:
- Type = Payment
- Main Line = False
- Amount Remaining is above 0 = true