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Microsoft Dynamics GP (Archived)

Smartlist Report for Payment Methods in the Sales Module

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I cannot find anywhere in the Smartlist sales reports to capture the PAYMENT METHODS for our customers.  We want to know which method of payment that each of our customers are using-CASH, CREDIT CARD, CHECK.  Seeking answers for my search.

Thank you

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  • Verified answer
    MattPaulen Profile Picture
    6,912 on at

    Under the Receivables Transactions Smartlist you can search where Document Type is equal to Payments and then display the Cash Receipts Type column.  That will tell you whether it was Check, Credit Card, or Cash.

  • Community Member Profile Picture
    on at

    Thank you...I was missing the Cash Receipts Type column.

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