A/R Follow
Overview
The second key report section is A/R. This section houses seven reports.
This section is for the reports involving invoices and payments.
There are five main reports, Summary, Payments Expected, Aging By..., Date Paid vs..., and Fully Paid Invoices Summary.
Summary*- This report shows the current invoices, how late they are, and the balance associated with them.
Payments Expected*- This report shows the current total number of invoices and the total balance of outstanding invoices, broken down month by month.
Aging By...*- These reports show the age of invoices broken down by customer, then by invoice. The age is calculated by Today's Date to Date Shipped.
Ex. If today's date is 1/5/2020 and the job was shipped on 1/3/2020, the invoice has an age of 2 days.
Date Paid vs...- These reports show the age from the date paid to either when the job was marked shipped, or when the payment was due.
Fully Paid Invoices Summary- This report shows a recap of the invoices that have been FULLY paid broken down by each month. It also shows the totals associated with the invoices.