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AR Statements

  • May 19, 2023
  • 3 replies
  • 139 views
S
Freshman I

😊In AR reports, What is the best way to find what has been billed and what the owner has paid/owes? 

Best answer by Kandy Beatty

HI @Sclinton 

From out of the box, have you looked at the AR balance by customer report?

 

 

    3 replies

    Kandy Beatty
    Captain II
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    • Kandy Beatty
    • Captain II
    • Answer
    • May 19, 2023

    HI @Sclinton 

    From out of the box, have you looked at the AR balance by customer report?

     

     

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
      Robert Sternberg
      Captain II
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      Another Screen for you to consider. 

       

      Customer Details - By default, the form displays the list of open customer documents (that is, those with the Open status), but you can add to the list closed documents and unreleased documents by selecting the Show All Documents and Include Unreleased Documents check boxes, respectively.  Rolling balances are displayed at the top of the page. 

       

      Robert Sternberg, Crestwood Associates -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
        iqraharrison
        Captain II
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        @Sclinton you can also use the AR Aging Period Sensitive report as well :)

        Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
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