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How to create a smart set for open prepayments that need to be applied
How to create a smart set for open prepayments that need to be applied

Describes how to create a smart set for open prepayments that need to be applied

Chris Minassian avatar
Written by Chris Minassian
Updated over 5 years ago

To create a smart for open payments (payments awaiting to be applied) follow the below instructions.

  • From the BusinessMind home page click on the Sales link.

  • From the Sales home page locate the View Invoices section and click on the +New SmartSet Query link.

  • Modify the smart set name to your need.

  • Select the columns you would like to appear; We recommend Amount Due, Amount Paid, and Amount Credited.

  • Select Amount Due from the drop down menu, is greater than, 0

  • Press the plus icon then select Payment Number, contains, (leave this area blank as per the attached screen shot)

  • Save and run your smart set.

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