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.

You can access this report from the Invoicing > Report of Open Invoices menu option.

Choose Invoicing and Report of Open Invoices to create or print an invoice report.

From here you can filter the invoices that will appear on the report using the filters on Screens 1, 2, and 3.

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.

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

On Screen 2 you can filter by Broker.

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.

Typical Order for the report of open invoices.

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, click the Select Columns menu choice. Below is a sample set of columns frequently used on this report.

Typical columns for the Open Invoice 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.