AR Statements

Userlevel 1

😊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 19 May 2023, 14:31

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Userlevel 7
Badge +16

HI @Sclinton 

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



Userlevel 7
Badge +8

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. 


Userlevel 7
Badge +6

@Sclinton you can also use the AR Aging Period Sensitive report as well :)


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