AR Customer Accounts By Customer

You can use the AR Customer Accounts By Customer report for a listing of Receivable information by Customer, and Invoice. You can access this report by selecting Accounts Receivable > Reports > AR Customer Accounts By Customer.

All Transactions applied to an invoice print together, which makes it easy to check the status of a particular invoice. The report may also be summarized one line per Customer or Invoice. The receivable type recap prints accounts receivable and retainage totals for each receivable type.

Report Parameters

 Description

Company

Accept the default, or press F4 to select a company.

Beginning Customer

Press F4 to select the beginning customer for sorting.

Ending Customer

Press F4 to select the ending customer for sorting.

Beginning Customer Name

Select the Field Lookup button or press F4 to select the Beginning Customer Name

Ending Customer Name

Select the Field Lookup button or press F4 to select the Ending Customer Name

Beginning Month

Select the date-range arrows to select the Beginning Month

Ending Month

Select the date-range arrows to select the Ending Month

(A)ll Transactions or (O)pen Only

Enter A or O

Detail Level (D)etail, (I)nvoice, (C)ontract

Enter D, I or C

Receivable Type (Blank for All)

Click the Field Lookup button or press F4 to select the Receivalbe Type or leave Blank for All