Accounts Receivable (Detail) Report GuideLast updated on 09/12/2022
Purpose of the Accounts Receivable (Detail) Report:
This report provides a detailed list of customers who have an outstanding balance. This report includes all invoices with an outstanding balance (completed jobs only), regardless of date.
Common uses for this report:
Use this report to view invoice number, service location details, invoice total, and remaining balance. Data is based on invoice dates.
How to find this report:
Click Reports > Search Accounts Receivable (Detail) > Click the report name. Then you will be able to set filters and run the report.
Report filters
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units.
Status
Filter by status. This report can be run by posted, exported, or all invoices.
Ignore Deposits
Select the checkbox to ignore deposits.
Include pinned customer notes
Select the checkbox to ignore pinned customer notes.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
(Report columns)
(Report columns continued)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.