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.