Wednesday, June 5, 2019

Saved Search for invoices with no payments

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Transaction.

3.  On the Criteria Tab > Standard subtab > set the following filters:
      **Type is Invoice
      **Status is Invoice:Open
      **Main Line is True
      ** Paying Transaction fields..." then choose "Type" then choose "none of" "Payment"
4. On the Results tab > add the following fields:

      ** Amount
5. On the Available Filters tab, set filter for Date then mark the Show in Footer checkbox.
6. Enter a Search Title
7. Click Save and Run.


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