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😊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?

 

 

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Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • Answer
  • May 19, 2023

HI @Sclinton 

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

 

 


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. 

 


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


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