Create an AR Invoices Past due report to view all past due invoices based on the Due Date selected. This report subtotals by account and provides a report total. Also included is any phone number included on the account in the Phone 1 field.
| Access |
| Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customers. |
| Grant permission to the individual report > Customers > AR Invoices Past Due |
Create Your Report
Select either Order By option for how Customer's will be listed.
- ID
- Name
Select a Customer Status of
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Enter a Site ID for the Responsible Location if using or select F12 to search.
ID Range- Select either
- All IDs- All Customer accounts with Past Due invoices will be included.
- From- Enter a Starting Customer ID. To create a report for one customer account, enter the Customer ID in both the From and To field.
- To- Enter an Ending Customer ID.
Due Date- Enter a invoice Due Date.
Select Preview to view the report onscreen.
Select Print to send the report directly to the default printer.
View a sample report here.
Understanding Your Report
Cust. ID and Name - Customer ID, The name on the account.
The Phone number from Phone 1 field on the Customer account is displayed.
Transaction Typeand Invoice number or number assigned to the transaction is listed. See Transaction Types for more information.
Inv. Date, Invoice date and Due Date for the transaction.
The past due Amount Due on the transaction.
Total Customer AR Invoices Past Due is a sub-total of the customers Past Due Invoices.
Total AR Invoices Past Due totals for all accounts past due.