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