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How to create a report for invoices that have promotional credits applied?
How to filter invoices that have promotional credits applied to them?
There isn't a direct way to find the invoices that have been paid using promotional credits from the UI at present, however, we can certainly do this by exporting the invoices and using the Report Builder feature in RevenueStory.
Export invoices -
Navigate to the Invoice index page > Bulk action > Export invoices CSV
In the zip file, you should find a CSV called "lineitems.CSV"
Here is how the invoices paid with promotional credits will look in the CSV
You can filter the entity type as “Promotional Credits” for you to be able to see the invoice having promotional credits applied to them.
You can actually accomplish the same in ReportBuilder using the Invoices and Invoice Line Item section of properties/columns.
You could use the entity type =Promotional Credits under the Invoice Line Items section to accomplish this.
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