Hi Braedon,

You don't even need to use GridView. Just press F5 on the main Customer grid and click on the Document number field. Press F6. Create a SmartFinder Query that tests that Current Amount is not equal $0.00 and Due Date (or Document Date) is less than December 31, 2016.

The SmartFinder will list all the Invoices that meet the criteria. You may want to add some columns to the Grid displayed, or drop it into Excel to add the customer names and Phone numbers using a VLOOKUP() formula.