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How can I report on the field called "Payment For?"

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  • How can I report on the field called "Payment For?"

    Hi There

    in invoices, there is a very important and helpful field called Payment For. See screenshots. I am not finding the ability to pull this field into any reports. Am I missing something? Can you please tell me how to get this into a report (Either in Salesforce or in Connect.) Thank you very much.
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  • #2
    'Payment for' is the same as 'Item Name'. By default this
    is mapped to the Opportunity Name. Are you letting PaaS name your Opportunities, or have you set NPSP to automatically name Opportunities?

    You could run the report from CONNECT; however, it may be difficult to filter by the invoice payment form. I'll look into that for you.

    Regards,
    Click & Pledge Support Department

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    • #3
      I do not see a way to filter a report based on payments that were issued in response to an invoice, either in CONNECT or in Salesforce. Perhaps you can assign a SKU prefix for invoices so that you have something to reference for reports. ex: SKU: INV-2020-07-14
      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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