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cats:procedures:invoices:openinvoicereport [2017/12/19 03:21] – external edit 127.0.0.1 | cats:procedures:invoices:openinvoicereport [2022/12/06 16:41] – [Open Invoices Quick Report] jen | ||
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====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. | ||
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===Choosing Filters=== | ===Choosing Filters=== | ||
- | From here you can filter the invoices that will appear on the report using the filters | + | From here you can filter the invoices that will appear on the report using the filters. |
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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. | ||
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===Selecting Order and Columns=== | ===Selecting Order and Columns=== | ||
- | On **Screen2** and **Screen3**, | + | You can choose to view broker (commission invoices), or to filter by Invoice Flag or Customer Reference number. |
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Make your selections for which record to show on this report. Next, you will need to select columns and order. | Make your selections for which record to show on this report. Next, you will need to select columns and order. | ||
- | Pick **Select Columns** from the top menu to choose an order and subtotals. | + | A typical report order is shown below. |
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- | When you have finished picking an order, select **Exit** to return to the filter screens. | + | To change the columns you have selected for this report, |
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- | To change the columns you have selected for this report, | + | |
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+ | 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. | |
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- | 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. |
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