1. Create a record query.
  2. On the Criteria tab, select Activity > Summary > Record balance
  3. For the Operator, select less than and value 0
    • ​​You can also edit the date for which the record would have a credit balance by selecting the Filters tab under Edit Field Criteria
  4. Save and close the query.
  5. In Mail, Forms, Statements, open a parameter.
  6. Select the Filters tab.
  7. For Statement recipients, choose Selected in the Include column.
    Or for the Records in Statement body choose Selected In the Include column.
  8. Select the query created in step 1.
  9. Click Preview.