Saved Search to Display the Next Bill Date of Sales Orders with Billing Schedules

1. Navigate to Reports > Saved Searches > All Saved Searches > New 

2. Select Transaction

3. Enter a Search Title

4. In the Criteria tab > Standard sub tab, add the following filters:

- Type = any of Sales Order

- Billing Schedule = none of –None-

- Account Type = any of Income

- Main Line = False

- Shipping Line = False

5. In the Results tab > Columns sub tab, add/remove fields depending on the information you would like to see in the result. Below are some suggested fields:

- Date

- Document Number

- Name

- Status

- Billing Schedule

- Next Bill Date

5. Click Preview/Save & Run the search