Accounting - Accounts Receivable


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 window will open.


  2.      Complete the fields.


Field
Description
Customer
Select a Customer option from the drop-down menu.
Sales Rep
Select a Sales Rep option from the drop-down menu.

Past Due
Select a Past Due timeframe option from the drop-down menu.

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.