An inactive client is a client that your organization did not recently invoice. A list of inactive clients can help your organization keep accurate data for reporting and messaging (for example, end-of-year emails).

1. Select Dashboard.
   
2. Select Records.
   
   ezyVet shows the Records screen.
3. Set Record Type to Contact.
   
4. In the All section, select the green plus button to add a filter.
   
5. Set the filter to Number Of Invoices In Period.
   
6. In the # of Invoices section of the filter, set the mathematical comparison to <=.
   
7. In the box of the # of Invoices section of the filter, enter 0.
   
8. In the remaining boxes of the filter, select the applicable date range.
   
9. Select Show Records.