How to retrieve the invoice a customer deposit is applied to via a saved search?

To create a Saved Search that will show Customer Deposits applied to Invoices, follow the steps below:

1. Navigate to Report > Saved Searches > All Saved Searches > New > select Transaction as Search Type
2. Add a Search Title
3. In Criteria tab > Standard subtab, add the following:
4. Type is Deposit Application
5. Main Line is False
6. In Results tab > Columns subtab, add the following:

• Name
• Date or Applied To Transaction: Date
• Applied To Transaction (set Custom Label as Invoice)
• Created From (set Custom Label as Customer Deposit)
• Formula (Currency)max({createdfrom.amount})-abs(sum({appliedtolinkamount})) (set Custom Label as Unapplied Amount)

1. Click Save

You can add other necessary fields and add the summary type.