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