Open Customer Invoices by Customer screen
Use the Open Customer Invoices by Customer screen to create a report of all open customer invoices as of a specified date. The report shows the invoice date, retainage, and available discount for each invoice as well as the current on-account balance by customer. The invoices are sorted by customer and invoice date. You can print or save this report.
Invoices that are created by the release of retainage on contract billing are indicated by an asterisk on the report.
For more information on running the report, see Run and Print Reports.
Note: To open the Open Customer Invoices by Customer screen, go to .
You can control the output of the Open Customer Invoices by Customer report by entering details in one or more of the following fields on the Options tab:
- Select Format - If you have modified the format and layout of this report on the Modify Reports screen, choose the version to use for this report. If you haven't modified the report, this field doesn't appear.
- Report Through Date - Enter the end date for the report, select the date from a date picker, or select
to enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.
- Company - Select one or more companies for the report. If no companies are selected, all companies appear in the report.
- Division - Select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.
- Customer - Select one or more customers for the report. If no customers are selected, all customers appear in the report.
- Project - Select one or more projects for the report. If no projects are selected, all projects appear in the report.
Tip: You can use the Modify Reports screen to customize the format and layout of this report.
