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A/R reports can be used for reporting sales and
tracking billings by client. These reports show
your billings from various perspectives.
Invoices can be summarized for any period of time
by entering your own range of dates to pull invoices
from. This option lets you find the billings for
a specific purpose, such as the quarter’s billings
for a client.
Accounts receivable reports are different from client
account agings, since they show both paid and unpaid
invoices (aging reports show only unpaid invoices).
Tips for printing A/R reports
Invoices are selected primarily by invoice date.
This option lets you show only invoices added in
July, for example, instead of the entire year. By
entering a range of dates, you can select all invoices
added today, last week, or all month -- whatever
time period you need. There’s no limit to which
range of dates you can use.
Reports can be printed one at a time by clicking
on a report name. The print window remains open
after print the report. This allows you to run another
report with the same criteria, or edit the selections
and rerun the same report. Reports can be printed
then reprinted with different selections, as often
as needed.
You can print A/R reports to the window (for a quick
on-screen preview), the printer (for a hard copy),
to export (to create a file that can be opened and
edited in a spreadsheet program), or to clipboard
(so it can be copy pasted into a spreadsheet program
like Excel).
To print A/R reports
1 Click the print
reports button.
2 Enter a range of dates.
3 Select the report you wish to print.
4 Click Print.
To print another report repeat steps 2-4.
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A/R Reports
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Report
Name:
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How
it works:
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A/R List - Invoices by Date
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The A/R List - Invoices by
Date provides a concise checklist of all invoices
added for a time period, but does not show
the line item detail.
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A/R
Summary - Billing by cGL
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The Billing Analysis/Billing
Recap by cGL lists invoices by credit account.
It is a helpful auditing report since it corresponds
to the G/L audit trail for income accounts.
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