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Invoice Number is not available in Payment Report

Question:

How can I pull a payments report that will include Invoice number?

I have a Payments report set up that I need to run at the end of each month to show the successful payments made including the account name, invoice number, etc. In this, Invoice Number is not available(see screenshot). Please help.

 

 

Answer:

We can use "Invoice Payment" as Data source to take all the requested values including Invoice Number which is available now in the filter. Additionally, we can access more objects in "Invoice Payment" data source than "Payment" data source. Please refer to the below screenshot for reference.

185472 - payment report.JPG

 






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