To add further - if this is a one off report, use SmartList to get the detail transactions - restrict the document type by payments (or invoices and credits - whichever works for you) and export to Excel. If using invoices and credits, sort by document type and change the value of the credits to negative. Then run a simple pivot table over the data. You could achieve the same with a direct data query to the tables as well. Cheers Heather
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