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cats:procedures:invoices:openinvoicereport [2015/12/24 16:42] – amanda | cats:procedures:invoices:openinvoicereport [2022/12/06 16:31] – jen | ||
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=====The Open Invoices Report===== | =====The Open Invoices Report===== | ||
- | The **Report of Open Invoices** lists all invoices for the last few years that have open balances. It can also be used to see all invoices for an account or a time period, regardless of balance. | ||
- | <note important> | + | {{entry> |
+ | The **Report of Open Invoices** lists all invoices that have open balances. It can also be used to see all invoices for an account or a time period, regardless of balance. | ||
+ | |||
+ | <note important> | ||
====Printing the Report==== | ====Printing the Report==== | ||
You can access this report from the **Invoicing > Report of Open Invoices** menu option. | You can access this report from the **Invoicing > Report of Open Invoices** menu option. | ||
- | [] | + | [{{: |
+ | [{{: | ||
- | From here you can filter the invoices that will appear on the report. | + | ===Choosing Filters=== |
- | [{{: | + | From here you can filter the invoices that will appear on the report |
+ | [{{: | ||
Important filter options include the **Balance** **Invoice Type** and **Invoices** options. You can also filter by one account or use a date range. | Important filter options include the **Balance** **Invoice Type** and **Invoices** options. You can also filter by one account or use a date range. | ||
- | On **Screen2** | + | ===Selecting Order and Columns=== |
- | [] | + | |
- | [] | + | You can choose to view broker (commission invoices), or to filter by Invoice Flag or Customer Reference number. |
+ | [{{: | ||
+ | |||
+ | Make your selections for which record to show on this report. Next, you will need to select columns and order. | ||
+ | A typical report order is shown below. | ||
+ | [{{: | ||
- | Make your selections, select | + | To change the columns |
+ | [{{: | ||
+ | When you have finished picking an order, select the printer output. | ||
====Open Invoices Quick Report==== | ====Open Invoices Quick Report==== | ||
- | You can use the ? menu choice to see a list of all open invoices for the account you last reviewed in CATS. Review an account (look up a contract or invoice for that account, or go to Accounting > Accts: Name/Addr and review an account). Then select the ? > Open Invoices option. | + | You can use the **?** menu choice to see a list of all open invoices for the account you last reviewed in CATS. |
+ | Review an account (look up a contract or invoice for that account, or go to **Accounting > Accts: Name/Addr** and review an account). Then select the **? > Open Invoices** option. | ||
- | You can click on the Change Account link to choose a different account. | + | You can click on the **Change Account** link to choose a different account. |
If there are no open invoices for the account code you’ve selected, you will see a message advising you of this fact. | If there are no open invoices for the account code you’ve selected, you will see a message advising you of this fact. | ||
- | Pick Exit to return to the previous menu. | + | Pick **Exit** to return to the previous menu. |
+ | {{tag>" |