Question:
I'm trying to use "Invoice Payment" data source to pull out the Payment details along with the Invoices associated with the account. But no results were returned when I use the data source in Reports. Please see the screenshot and need assistance with this.
Root Cause:
When the invoice settlement feature is enabled, "Unapplied Payments" will be enabled as well. As per KC, once unapplied payment is enabled, invoice payment data source is deprecated.
Solution:
We can use the below data sources instead to export invoice payment information.
- Payment Part
- Payment Application
Please refer to the below knowledge center article for more details
