The Open Invoices Report [CATS Knowledge Base]

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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: 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.

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.

Important filter options include the “Balance” “Invoice Type” and “Invoices” options. You can also filter by one account or a date range.

On Screen2 and Screen3, you can choose to view broker (commission invoices), or to filter by Invoice Flag or Customer Reference number.

Make your selections, select columns and order, then print the report as usual.

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.

Pick Exit to return to the previous menu.