Saved Search to Display List of Open Credit Memos by Customer

1. Navigate to Lists > Search > Saved Searches > New > Select Transaction.

2. Under the Criteria tab > Standard Subtab:

• Type  is Credit Memo
• Status  is Credit Memo:Open
• Main Line  is True

3. Under Results tab > Columns subtab:

• Date
• Type
• Name > Summary Type = Group
• Document Number
• Memo
• Amount
• Status
• Add or Remove other fields as desired

4. Click Save & Run.

Note: This saved search will generate a list of customers. Upon clicking on a particular customer's name, a user can view a list of open credit memos and the total amount of the credit memo.