Open Invoices Report

By |2021-07-27T00:45:21-05:00March 23rd, 2018|Comments Off on Open Invoices Report

Introduction

The Open Invoices Report lists unpaid invoices for a specific date, grouped by customer.  For convenience during collection efforts, the customer telephone number is displayed along with their unpaid invoices.  The report can be filtered on a particular customer, foreman, or combination of the two.

Form Access

  • From the main menu, click Reports | Sales | Open Invoices, or use the Report Navigator.

Report Option Definitions

General Controls

  • As Of – Choose a date for which to run the report.
  • Type – Choose between Basic and Detailed report styles.  The detailed report simply adds customer address information to the report.

Filter Area

The following general filters are available in this report.

  • Customer:Job – To filter the report by a particular customer or job, select one from this drop-down list.
  • Foreman – To filter the report by a particular foreman, select one from this drop-down list.

Other Controls

  • Cancel – The Cancel button closes the window.
  • Preview – The Preview button will show an on-screen display of the report, from which a hard-copy can be printed.  The preview screen is also capable exporting the report in a PDF format for email use.  A text search function in the preview screen can be used to locate a particular string of text.
  • Close Window on Preview – Ticking this checkbox will have the options window automatically close when the Preview button is clicked.

Example

Below is an example report (which may have been cropped and shrunk to conserve space).

Related Content

Sales Forms

Share This Story, Choose Your Platform!

About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.
Go to Top