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Description
Payments report with linked invoice/sales-order details for SOS Inventory Effortlessly view, filter, and export payment data with linked transaction details in SOS Inventory. **SOS Payments & Txn Links** bridges the gap between payment records and their underlying transactions. Seamlessly integrated into your SOS Inventory workflow, this extension captures your session authentication automatically and generates detailed reports linking each payment line item directly to its associated Invoice or Sales Order. #### Key Features: * **Deep Transaction Linking:** Automatically pulls and maps payment line items to their original Invoices or Sales Orders, giving you complete visibility into reference numbers, transaction dates, totals, and remaining balances. * **Native App Integration:** Adds a dedicated "Payments and Txn Links" report option directly into the **Sales** section of your SOS Inventory report menu. * **Automatic Authentication:** Effortlessly detects and stores your active session token in the background—no manual API key setup required. * **Flexible Date Quick-Selects:** Filter payments by standard date ranges (Today, Yesterday, This Month, This Quarter, Last Year) or custom rolling periods. * **Real-Time Search & Multi-Column Filtering:** Quickly search across reference numbers, customer names, and descriptions, or apply specific dropdown filters for customers and transaction types. * **One-Click Data Export:** Export processed reports to **CSV** or native **Excel (.XLS)** formats with pre-formatted numeric and currency columns for quick reconciliation. --- ### How It Works: 1. Open and navigate **app.sosinventory.com**. 2. Click the extension toolbar icon or select **Payments and Txn Links** from the **Reports > Sales** menu. 3. Pick your desired date range and click **Run Report** to generate complete, linked financial data.