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Teresa Smags
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Nope. Already tried that. I know how to filter. You're not understanding...the DETAIL I need and also need to be able to EXPORT IT INTO EXCEL. This just shows the SUMMARY of their payments. Then, if I drill into one of the payments, it just brings me to the Customer Payment screen where it lists all the invoice dates/numbers/amounts I need, but there's no way to EXPORT IT!!?? I want one report showing the DETAIL of all payments so I don't have to drill in/out of each payment! The columns/fields also need to show payment date, payment method (check), invoice amount, and then amount applied so I can manipulate the data in Excel.

 

I even tried creating a template for the payment receipt to see if I could export and be able to manipulate the data, but I only have PDF option, which then I converted to Excel, but it put all the invoice data in ONE CELL. And, I also need the payment information (payment date, payment method, payment amount) on each invoice line paid so I can manipulate the data.

 

Also, while we're at it, the RECEIVED FROM field does not pull data. I tried deleting it and re-adding it somewhere else and it's empty. This needs to be fixed as well!

 

This is sooooooo unbelievable that it's not available!?

 

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