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Aged Receivable
CLICK REPORTS, SELECT ACCOUNTS RECEIVABLE REPORTS
(under Report Groups) THEN FROM THE LIST ON THE RIGHT SIDE, DOUBLE
CLICK ON AGED
RECEIVABLE REPORT
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The Aged Receivable Report provides a list of all Customers
whose accounts are outstanding.
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The As of Date defaults to today (the current date), change the
date if necessary
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Be sure to specify whether you want a Customer report and from
there you will be able to select a range of Customers.
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Order by Customer or Order by Due Date
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The print out will show the Customer Due Date, Amount Due and
how many days the Amount is past due (or Aged)
AR
Payment Listing
CLICK REPORTS, SELECT ACCOUNTS RECEIVABLE REPORTS
(under Report Groups) THEN FROM THE LIST ON THE RIGHT SIDE, DOUBLE
CLICK ON AR
PAYMENT LISTING
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The AR Payment Listing provides a list of all Customer payments
based on a given date range.
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The Customer Payment Listing lists the information by Date,
Customer, Invoice, Check Number, Reference and Amount Paid.
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Customer, Agency Amount, Check Number, Reference and Amount
Paid.
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You have the option to enter a Begin Customer ID and an End
Customer ID if you want a range.
You do not have to enter values for these fields.
If they are left blank, the report will include all customers
in your database.
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Click the Print button to preview and print the AR Payment
Listing.
Commission
Payment
CLICK REPORTS, SELECT ACCOUNTS RECEIVABLE REPORTS
(under Report Groups) THEN FROM THE LIST ON THE RIGHT SIDE, DOUBLE
CLICK ON COMMISSION
PAYMENT
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The Commission Payment report provides a list of all
commissions paid, giving you the option to specify the following
information: Date range, Sales Rep, or Customer ID.
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For each Commission Payment the report lists Employee, Date,
Invoice, Customer, Agency Amount, Invoice Total, Amount and Check
Number.
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Click the Print button to preview and print the Commission
Payment Report.
Commission
Report
CLICK REPORTS, SELECT ACCOUNTS RECEIVABLE REPORTS
(under Report Groups) THEN FROM THE LIST ON THE RIGHT SIDE, DOUBLE
CLICK ON COMMISSION
REPORT
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There are two options by which you can run a Commission Report;
1) Payment Date or 2) Invoice Date
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Specify the date range for the Commission Report.
The Start date will default to 01/01/1900 and the End date to
12/31/2100 to include all available dates when you click the Print
button if no dates are specified.
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Enter the Sales Rep for the Commission Report. If you want a
list for one Sales Rep, select that person for the SalesRep Start as
well as the SalesRep End fields.
If you do not enter values for these fields, the Commission
Report will include all Sales Reps.
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Click the Print button to preview and print the Commission
Report.
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