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.

Exporting Accounts Receivable

Step     Action

  1.      Select {Accounting}. The page should open on the Accounts Receivable tab.

  2.      Select {Export} under Accounts Receivable.

           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.

Columns on export include: 

  • Invoice Date    
  • Order Date    
  • Customer Name   
  • Customer Number    
  • Contact Name    
  • Contact Phone    
  • Contact Email    
  • Sales Rep    
  • Invoice Number    
  • Invoice Total    
  • Paid    
  • Balance