Back


Accounts Receivable Report

The Accounts Receivable report shows all outstanding balance totals for 30, 60, and 90 days, as well as the total outstanding.

 

Generate Report

  • Navigate to Reports > Accounting > Accounts Receivable
  • Make selections
  • Click Generate


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.


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