Rank: Advanced Member
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Joined: 8/30/2019(UTC) Posts: 33  Location: Arcata, California Thanks: 2 times
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I need to export the date and amount customers paid on individual invoices. The only place I've found so far that contains this information is the CustomerLedger. Unfortunately, the resulting data file is a bit difficult to interpret. I can probably manage, but wonder if there might not be an easier export that would contain the date, invoice number, and amount of payment.
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Rank: Advanced Member
Groups: Registered
Joined: 2/28/2018(UTC) Posts: 65 Location: Pennsylvani mostly Was thanked: 9 time(s) in 9 post(s)
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I think that Reports -> Transactions -> Sales & Accounts Receivable-> Invoice Receipts might work. The ledger reports, in my experience, mean something to accountant-types but are indecipherable to practically anybody else.
The only problem with the Invoice Receipts is that the internal column names aren't easy to identify.
Date: It has both invoice date (OriginalInvoiceDate) and receipt/payment date (TransDate)
Invoice Number: RefInvoice
Amount of Payment. ReceiptAmount
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Rank: Advanced Member
Groups: Registered
Joined: 8/30/2019(UTC) Posts: 33 Location: Arcata, California Thanks: 2 times
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Thanks. That looks like it will work nicely.
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