Customer Unpaid Invoices

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Customer Unpaid Invoices

Accounts Receivable >> Review Records >> Unpaid Invoices

This process provides a form from which you may select which unpaid invoices you wish to view. The default is all invoices - current, 30 days, 60 days and over 90 days old. Mark the check boxes next to the types of invoices you wish to view.

Choose [OK] when your selection is complete and the Customer Unpaid Invoices form will be displayed.

On the Customer Unpaid Invoices form you can mark the option box at the top of the screen to view either all customers or a single customer.

If All is selected, the screen will display the unpaid invoices and corresponding memos for all the customers with unpaid invoices. The customer name will appear before the invoice number on each line.

If Single is chosen, select the customer you wish to view. The system will list all unpaid invoices that meet your selection criteria for that chosen customer.

For more information on a single invoice, double click on any line and the system will bring up a more detailed view of the invoice. The detail view will display customer name and address, invoice dates, general ledger numbers and job cost numbers the invoice was charged against, discounts and any payment information.

A report of what is displayed on the screen can be printed by selecting the [Print] button from the toolbar or by choosing File and Print (Alt + F + P) from the Module bar.

Choose the [Print Preview] button to display the report in Print Preview. From there you can send the information via mail or fax. You can also send the information to Microsoft Word or Excel by clicking on the appropriate toolbar button.