These reports show the balances that are in Accounts Receivable. Orders must have been picked-up and have a balances due to appear in A/Rs. The "A/R Summary" report gives only the totals for each customer, whereas the "A/R By Customer" report lists each invoice separately.
Report Breakdown
Company Name: The name of the customer for these orders. Contact: The accounts payable contact name for this customer. Phone: The phone number of the contact. Total: The sum of the orders in Ars for this customer. Balance: The sum of the remaining balance due for all orders in ARs for this customer. 0-30: The sum of all orders with a balance due that were picked up between 0 and 30 days from the report date. 31-60: The sum of all orders with a balance due that were picked up between 31 and 60 days from the report date. 61-90: The sum of all orders with a balance due that were picked up between 61 and 90 days from the report date. >90: The sum of all orders with a balance due that were picked up over 90 days from the report date.
Detail Fields
Company: The name of the customer for these orders. Contact: The name of the contact for this store. This may or may not be the same person as the AP Contact. AP Contact: The accounts payable contact name for this customer. Phone: The phone number of the contact. Order: The number of the order in question. Description: The description that was entered on the order. Sales: The Date that the Sale took place on. Total: The amount of the order. Days: The amount of days that the order is past due. Balance: The balance of the order on the day that the report was run. Credit Balance: The amount of credit that the customer has. Totals: Give the total amount that the customer owes you. I.E. - If the customer has 2 orders that are in AR, then it will add up the 2 amounts and give you this number. Grand Total: Totals up the numbers in each of the columns. 0-30: The sum of all orders with a balance due that were picked up between 0 and 30 days from the report date. 31-60: The sum of all orders with a balance due that were picked up between 31 and 60 days from the report date. 61-90: The sum of all orders with a balance due that were picked up between 61 and 90 days from the report date. >90 days: The sum of all orders with a balance due that were picked up over 90 days from the report date.
AR Summary or AR By Customer
Table of Contents
Summary
These reports show the balances that are in Accounts Receivable. Orders must have been picked-up and have a balances due to appear in A/Rs. The "A/R Summary" report gives only the totals for each customer, whereas the "A/R By Customer" report lists each invoice separately.Report Breakdown
Company Name: The name of the customer for these orders.Contact: The accounts payable contact name for this customer.
Phone: The phone number of the contact.
Total: The sum of the orders in Ars for this customer.
Balance: The sum of the remaining balance due for all orders in ARs for this customer.
0-30: The sum of all orders with a balance due that were picked up between 0 and 30 days from the report date.
31-60: The sum of all orders with a balance due that were picked up between 31 and 60 days from the report date.
61-90: The sum of all orders with a balance due that were picked up between 61 and 90 days from the report date.
>90: The sum of all orders with a balance due that were picked up over 90 days from the report date.
Detail Fields
Company: The name of the customer for these orders.Contact: The name of the contact for this store. This may or may not be the same person as the AP Contact.
AP Contact: The accounts payable contact name for this customer.
Phone: The phone number of the contact.
Order: The number of the order in question.
Description: The description that was entered on the order.
Sales: The Date that the Sale took place on.
Total: The amount of the order.
Days: The amount of days that the order is past due.
Balance: The balance of the order on the day that the report was run.
Credit Balance: The amount of credit that the customer has.
Totals: Give the total amount that the customer owes you. I.E. - If the customer has 2 orders that are in AR, then it will add up the 2 amounts and give you this number.
Grand Total: Totals up the numbers in each of the columns.
0-30: The sum of all orders with a balance due that were picked up between 0 and 30 days from the report date.
31-60: The sum of all orders with a balance due that were picked up between 31 and 60 days from the report date.
61-90: The sum of all orders with a balance due that were picked up between 61 and 90 days from the report date.
>90 days: The sum of all orders with a balance due that were picked up over 90 days from the report date.
See Also