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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
@@ Line 1: / Line 1: @@
 =====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.</note>
+{{entry>0;Open Invoice;-}}
+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>Note: This is a list of invoices on the top level, not a list of all the items on each invoice. Individual invoice items can be found on the Inventory Transactions report instead.</note>
+====Printing the Report====
 You can access this report from the **Invoicing > Report of Open Invoices** menu option.
+[{{:cats:procedures:invoices:invoicereport_openmenu.png|Choose Invoicing and Report of Open Invoices to create or print an invoice report.}}]\\
+[{{:cats:procedures:invoices:openinvoicereport_selectformat.png?|Select report}}]
+===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 using the filters.
+[{{:cats:procedures:invoices:openinvoicereport_balance.png?|Select Filters for this report of open invoices}}]
-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 and Screen3, you can choose to view broker (commission invoices), or to filter by Invoice Flag or Customer Reference number.
+===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.
+[{{:cats:procedures:invoices:openinvoicereport_selectbroker.png?|Use filters for broker}}]
-Open Invoices Quick Report:
+Make your selections for which record to show on this report. Next, you will need to select columns and order.
-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.
+A typical report order is shown below.
+[{{:cats:procedures:invoices:openinvoicereport_selectcolumns.png?|Order and columns}}]
-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.
+[{{:cats:procedures:invoices:openinvoice_selectcolumn.png?|Typical columns for the Open Invoice 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.
+[{{:cats:procedures:invoices:openinvoice_listofopeninvoices.png?|List of open invoices for one 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.
+[{{:cats:procedures:invoices:openinvoice_changeaccount.png?|Change selected account}}]
-Pick Exit to return to the previous menu.
+Pick **Exit** to return to the previous menu.
+{{tag>"report of open invoices"}}