The Accounts Receivable report shows all outstanding balance totals for 30, 60, and 90 days, as well as the total outstanding.
Step Action
1. Select {Reports} and then select {Accounts Receivable} under the Accounting
section. A Generate Report modal will open.
2. Complete the fields.
Field | Description |
Customer | Select a Customer option from the drop-down. |
Sales Rep Type | Select Customer or Order from the drop-down. This pulls information based on the sales rep set on the customer or on the order. |
Sales Rep | Select a Sales Rep option from the drop-down. |
Past Due | Select a Past Due timeframe from the drop-down. |
Start Date | Select a Start Date using the calendar. |
End Date | Select an End Date using the calendar. |
3. Select {Generate}.
Note: You may need to confirm the file to be opened/saved before
proceeding, depending on your web browser. The file will open or be saved
to your computer depending on your web browser.
Report columns include:
- Invoice Date
- Order Date
- Customer Name
- Customer Number
- Current/Thirty/Sixty/Ninety/All
- Sales Rep
- Invoice Number
- Invoice Total
- Paid
- Balance