Query That Lists Non-Tracking Invoices and Refunds

The following example runs a query similar to a customer statement without payments; it only lists non-tracking invoices, refunds, and no voids.

1. At the top of the Invoice Edit & Query screen:

   • Enter the account ID and invoice dates you want to query.
   • From the Status drop-down list, select No Voids.
2. In the Conditions area on the screen, select Settle from the Invoice Field drop-down list.
3. Select <> (does not equal) from the Comparison drop-down list.
4. Type T in the Value field.

5. Click the add condition () button.

   The following information appears in the Conditions grid:

   Inv.Settle<>"T"

6. Click SEARCH.

   The Search Results grid lists invoices that match the search criteria.