GP 2013 - Looking for report to show all payments received by a customer and the invoices that were applied

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Posted on by alimann

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Hello,

A client has requested a report to show all payments received by a customer and the invoices that each payment was applied to for a desired time period. These payments and invoices will most likely be in history.

I could not come up with a Smartlist report or a sales report to gather this information. I have to believe that there is a way to accomplish this!

Thank you in advance for any insight! Ali M.

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Community Member Microsoft Employee on at

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RE: GP 2013 - Looking for report to show all payments received by a customer and the invoices that were applied

The aged trial balance should give you this info
Rosemary 4 on at

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RE: GP 2013 - Looking for report to show all payments received by a customer and the invoices that were applied

Hi,

Are you familiar with Smartlist Builder or Smartlist Designer, I used this to create such a report using the RM Apply History File. It provided adequate information in terms of payments and the documents they were applied to.

Regards,

Rosemary