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cats:procedures:invoices:openinvoicereport [2015/12/24 16:36] – created amanda | cats:procedures:invoices:openinvoicereport [2022/12/06 16:45] (current) – [Open Invoices Quick Report] jen | ||
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=====The Open Invoices Report===== | =====The Open Invoices Report===== | ||
- | The open invoices report 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>Note: This is a list of invoices on the top level, not a list of all the items on each invoice. Invoice items can be found on the Inventory Transactions report instead.</ | + | {{entry>0;Open Invoice;-}} |
+ | The **Report | ||
+ | <note important> | ||
+ | |||
+ | ====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. | ||
+ | [{{: | ||
+ | [{{: | ||
- | + | ===Choosing Filters=== | |
- | From here you can filter the invoices that will appear on the report. | + | 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 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=== |
- | Make your selections, select columns and order, then print the report as usual. | + | You can choose to view broker (commission invoices), or to filter by Invoice Flag or Customer Reference number. |
+ | [{{: | ||
- | Open Invoices Quick Report: | + | Make your selections |
- | You can use the ? menu choice to see a list of all open invoices | + | A typical report order is shown below. |
- | + | [{{: | |
- | You can click on the Change Account link to choose a different account. | + | To change the columns you have selected for this report, use the columns pos on the bottom of the screen. Below is a sample set of columns frequently used on this report. |
+ | [{{: | ||
+ | |||
+ | When you have finished picking an order, select the printer output. | ||
+ | ====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 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>" |