RE: How could you add a “paid in full” date to a transaction saved search?
My team is currently trying to figure out how to add a date when the invoice was paid in full to a saved search.
If Date Closed is not purely the date the Invoice was Paid in Full ….
Select the System Notes: Date for a column (I include the Applying Transaction so I know if it was a Credit Memo)
Use Criteria Expression = Yes where (System Notes: Type = Change and System Notes: New Value contains Paid In Full)
Thank you so so much!!
Do you know how to show all invoices on this search?? not just the paid in full ones.
Do you mean just a list of Invoices?
Remove the Criteria for both System Notes:
If you remove the Criteria for System Notes, then also remove the Columns System Notes: Date or you will return WAY too many lines. 😉