Accounts Receivable Summary by Invoice Type Report GuideLast updated on 03/22/2022
Purpose of the Accounts Receivable Summary by Invoice Type Report:
This report displays a summary of invoices with an outstanding balance. The report displays data by invoice type. Data is based on invoice dates. This report includes all invoices with an outstanding balance (completed jobs only).
Common uses for this report:
Use this report to view the total number of outstanding invoices, total balance of all outstanding invoices, average balance, total invoice amount, average invoice amount, and balance ratio.
How to find this report:
Click Reports > Search Accounts Receivable Summary by Invoice Type > 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.
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
Data in this report is broken down by Invoice Type. Totals for all outstanding invoices appear at the bottom of the report.
The first row of the report (where Invoice Type is blank) includes all invoices with no Invoice Type.
The report includes the following columns:
(Report columns)
(Report columns continued)
Explanation of report totals
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.