How to View Outstanding and Paid Owner Invoices
Modified on: Fri, Apr 22 2022 10:53 AMHow to View Outstanding and Paid Owner Invoices
Document Overview
- Report shows all invoices tied to a specific Owner
- Report shows invoice details including invoice amount, outstanding amount, retainage
- Report shows aging in 30/60/90 day increments
Sample Report Below.
Accounts Receivable
Query
Customer Account Quick Query
Enter Company
Enter Customer number (or double click to search for customer)
Click Query Data
Click the Query by Example search icon
Enter the invoice number in the search field
Press Enter
Click Details to view additional invoice information