Create a Saved Search for Invoices that excludes those created for customers with Credit Hold = Off.

Create a Saved Search for Invoices that excludes those created for customers with Credit Hold = Off.

1. Navigated to Reports > Saved Search > All Saved Searches > New > select Transactions.

2. Under Criteria tab > Summary sub tab:

· Type = Invoice

· Main Line = True

· Customer/Project Fields…. > select Credit Hold = none of "Off"

3. Under Results tab > Columns sub tab > Add/Remove the Fields depending on the requirements.

4. Rename the search and hit Save & Run.