1. In Query, select New
  2. Select Charge for Query type and Dynamic for Query format. 
  3. On the Criteria tab, select the following fields, operators, and values:

    Charge, Billing Item ID/Product ID Equals [search for the billing item]
    AND Charge, Transaction date between [desired date range of the charge]
    AND Summary, Unpaid balance Equals $0
  4. Save and close this query - This will be referred to as Query 1 in later steps.
  5. In Query, select New
  6. Select Charge for Query type and Dynamic for Query format. 
  7. On the Criteria tab, select the following fields, operators, and values:

    Charge, Billing Item ID/Product ID Equals [search for tuition item]
    AND Charge, Transaction date between [date range for desired tuition]
    AND Summary, Unpaid balance Equals $0
    AND ( Applied Credits, Applied credit transaction date greater than [cut off date]
    OR Applied Payments, Payment date greater than [cut off date] )

    Note the use of parentheses and OR around the last two fields.
     
  8. Save and close this query - This will be referred to as Query 2 in later steps.
  9. From the main query screen, select File, Merge
  10. Select Query 1 and Query 2 in the corresponding fields
  11. Mark the button for Select records included in Query 1, but exclude records included in both queries.
  12. Select Merge Now
  13. On the Output tab, select the fields of information that you want to see about the students.  For example, from under Record, select Last name and First name.
  14. Select the desired sort fields on the Sort tab. For example, from under Record, select Last name and First name.
  15. Select Run and follow the prompts to save the merged query

The Results tab will show the list of students that meet your criteria.