Tuesday, July 2, 2019

Search that displays how much a customer owes in a specific period

To create a search that displays how much a customer owes in a specific period please follow the steps below:

1. Navigate to Lists > Search > Saved Searches > New
2. Select Transaction
3. On the Criteria tab and Standard sub-tab add a filter called Type and in the pop up select any of and then select Credit Memo, Invoice, Journal, Payment
4. Add another filter called Account and in the pop up select the account that you associate with your customers.
5. Navigate to the Results tab and Columns sub-tab and add a field called Name and set the Summary Type to Group
6. Add another field called Account and set the Summary Type to Group
7. Add another field Amount and click Sum
8. Navigate to the Available Filters tab, add a filter called Due Date/Receive By and check off Show in Footer
9. Click Add
10. Save

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