When looking for specific invoices that will be paid soon, a user may wish to include partially paid invoice or invoices with scheduled payments along with pending invoices.
1. Create a new Invoice Query 2. On the Criteria tab, add the following using parenthesis around the 2 items with an OR operator: a. ( Invoice > Invoice Status = Pending OR Invoice Status = Partially Paid) b. Add Payment > Payment Date (between) if needed (this pulls the due date of the scheduled payments specifically) 3. On the Output tab, add any desired output such as: a. Invoice > Invoice number b. Payment > Scheduled amount (this pulls the amount of the scheduled payment) c. Vendor > Vendor Name, etc. 4. On the Sort tab, add any desired fields 5. Run the query