Accounts Receivable List

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Found at Common Tasks > Financial Reports > Accounts Receivable List.

The table displays the following information:

• Invoice creation date

• Invoice Number

• Debtor ID

• Debtor Mailing Name

• Invoice Total (original invoiced amount)

• Invoice Balance (amount outstanding)

• Due Date

• No. Days Overdue

• Debtor Email

• Debtor Phone

• Notes

The report defaults to find all invoices with an Invoice Balance > 0, however, once you get to the screen, you can search again for a different set of records. 

Columns can be re-sized by selecting and dragging, and sorted by selecting the column headings. 

The Save/Send As Excel button at the top of the screen will export the displayed information to an excel spreadsheet.