Back

Accounts Receivables include any order that is posted but still has a balance owing or owed. They are organized by the length of time they have been posted.


Searching Accounts Receivables

Step     Action

  1.       Select {Accounting} then select the Accounts Receivable tab. 


  2.      The search criteria that can be used include:

Field
Action
Customer Name
Enter in the full or partial Customer Name.
Customer Number
Enter in the full or partial Customer Number.  
Day Range Slider
Select a preset date range by adjusting the Day Range Slider.
Day Range 
The Day Range will automatically adjust based on the selection made using the Day Range Slider.
Invoice Date

Select a preset date range from Invoice Date field drop-down. Selecting {Custom Range} from Due Date drop-down allows for a customized date range to be set using a pop-up calendar.
Tags
Select applicable Tags from the drop-down menu. 

 

  3.      Once Search criteria has been entered, select {Search}. To clear all search

           criteria, select {Clear}.