How to create a saved search showing the open invoices for any of the prior date?

AI generated answer (using internal Slack threads):

To create a saved search showing the open invoices for any of the prior date, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Invoice from the list. 3. In the Criteria subtab, add the following filters: - Status: set this to Open. - Date: set this to be on or before the date you are interested in. 4. In the Results subtab, add the fields you want to display in your search results. For example, you might want to include the Invoice Number, Customer, Date, Amount, etc. 5. Save and run the search. This will give you a list of all invoices that were open on or before the date you specified. However, if you want to see the invoices that were open at a specific past date, you might need to use the System Notes feature. System Notes keep track of changes to records over time, so you can use them to see the status of an invoice at a specific date. This can be a bit more complex to set up and might require creating a custom search or report. Please note that this approach might not give you the exact "open" amount at that specific date, as it doesn't account for partial payments made after the invoice was issued but before the date you're looking at. For that, you might need to create a more complex search or report that takes into account the payments related to each invoice. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******