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 will open.

  2.      Complete the fields.

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.


  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.

Report columns include:

  • Invoice Date
  • Order Date
  • Customer Name
  • Customer Number
  • Current/Thirty/Sixty/Ninety/All
  • Sales Rep
  • Invoice Number
  • Invoice Total
  • Paid
  • Balance