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Open invoices report

How do I create this report?

To do this task

Choose Reports > Customers & Receivables > Open Invoices.

What this report tells you

This report lists unpaid invoices and statement charges, grouped and subtotaled by customer and job.

To see the detailed information for any transaction in this report, double-click on the transaction.

Note: You can also display the open invoices for all customers on the Transactions tab of the Customer Center.

Date range

The report shows all open invoices as of today.

Ways to customize this report

Show all open invoices by billing partner

If you use classes to track income and expenses for each partner who bills clients, you can create a report that shows the unpaid invoices and statements for each billing partner.

To do this task

  1. If you haven’t already done so, open the Open Invoices report.

    Choose Reports > Customers & Receivables > Open Invoices.

  2. Click Customize Report on the report button bar.

  3. Click the Filters tab.

  4. Select Class from the Filter scroll box.

  5. Click the Class drop-down arrow and select Multiple classes.

  6. In the Select Class window, select the billing partners you want to see in the report and click OK.

  7. In the Modify Report window, click OK.

See also

KB ID# H_RPT_AR_OPEN_INVOICE
10/1/2014 9:14:52 AM
PPRDQSSWS402 9102 Pro 2013 6d898e