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Customer Payment Report with Amount Paid and Discount Taken

posted Apr 13, 2015, 2:15 PM by Matthew Marchant
A known challenge in NS is obtaining a customer payment report showing amount paid and discount taken.  I was able to create this report with a transaction saved search and type equal to payment.
The trick I found is to use 'Applied to Link Amount' and 'Line Sequence Number'.  I found that 'Line Sequence Number' is 1 when 'Applied to Link Amount' is equal to 'Amount Paid' and 2 when it's equal to 'Discount Taken'.  Hence, using a formula field with SQL I was able to create separate columns for 'Amount Paid' and 'Discount Taken'.