cats:procedures:invoices:openinvoicereport

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cats:procedures:invoices:openinvoicereport [2017/12/19 03:21] – external edit 127.0.0.1cats:procedures:invoices:openinvoicereport [2022/12/06 16:45] (current) – [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. 
-[{{:cats:procedures:invoices:invoicereport_openmenu.png|Choose Invoicing and Report of Open Invoices to create or print an invoice report.}}]+[{{: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=== ===Choosing Filters===
-From here you can filter the invoices that will appear on the report using the filters on Screens 1, 2, and 3. +From here you can filter the invoices that will appear on the report using the filters. 
-[{{:cats:procedures:invoices:invoice_openinvoicesreportfilters.png|Select Filters for this report of open invoices.}}]+[{{: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 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.  +You can choose to view broker (commission invoices), or to filter by Invoice Flag or Customer Reference number.  
-[{{:cats:procedures:invoices:invoicereport_screen2filters.png|On Screen 2 you can filter by Broker.}}]+[{{:cats:procedures:invoices:openinvoicereport_selectbroker.png?|Use filters for broker}}]
  
 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. +A typical report order is shown below. 
-[{{:cats:procedures:invoices:invoicereport_typicalorder.png|Typical Order for the report of open invoices.}}]+[{{:cats:procedures:invoices:openinvoicereport_selectcolumns.png?|Order and columns}}]
  
-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, 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}}]
-To change the columns you have selected for this report, click the **Select Columns** menu choice. Below is a sample set of columns frequently used on this report. +
-[{{:cats:procedures:invoices:invoicereport_typicalcols.png|Typical columns for the Open Invoice report.}}] +
  
 +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.  
 +[{{: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.+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.
- +[{{: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"}} {{tag>"report of open invoices"}}
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