Hi,
Try this query:
SELECT T0.CardCode, T0.CardName, sum(T0.Balance), T1.ShortName, T1.RefDate
FROM dbo.OCRD AS T0 INNER JOIN
dbo.JDT1 AS T1 ON T0.CardCode = T1.ShortName AND (( DATEDIFF(day, T1.RefDate, GETDATE()) < 1) OR ( DATEDIFF(day, T1.RefDate, GETDATE()) = 1) ) group by T0.CardCode, T0.CardName, T1.ShortName, T1.RefDate
Thank you.