From the Navigation panel
Double click on Administration
Left click on Sale Run Sets
You can set as many Sale Run Sets and use it as a template before running a Sale Run.
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Administration>Sale Run Sets
Expand title Show me The Sale Run Sets browse window appears
- Click on New to create a new Run Set Template
The Sale Run Set entry window appears
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Expand title Show me 
- Key in the Name
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- to be describe the Sale Run Set Template eg January Charges or Monthly Back up Charges or Monthly Licence Fee Charges or Monthly Labour Charges etc
This
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- template should be set up prior to running a sales run.
It allows you to breakup charges by applying a criteria/filter to the template.
Multiple sales run sets can be set to stand for such things as recurring charges for a monthly/weekly/fortnightly etc, billing cycle
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On the Tab in the detail area called 'customer filter - visual' Click on the + next to the word And to start creating a query.
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See example below.
I am creating a run set for Monthly Labour Charges for the two customers only
I will use this run set when creating a Sale Run and then add further rules to the Sales RunExpand title Show me 
- Click on DISPLAY NAME - a drop down list appears for you to choose the data this query is based on. I have select CARDID
- Click on
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- BEGINS WITH - a drop down list also appears for you to choose a field relevant to the query you are trying to create. I have chosen IS ANY OF
- Click on Enter A Value - key in a value relevant to the query you are trying to create
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- If you wish to add more criterias then click on the + and continue with your selection
- Once you are happy with the filter click on Save and Close
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Repeat the above steps for each criteria required.
You can now use this run set template when running a Sale Run