Invoice Detail by Customer
Updated March 2021
The Invoice Detail by Customer report is a great at-a-glance view for collections analysis. This report is searchable by the age of the invoice and the sales rep name so that users can start with the oldest invoices first. The report display fields are: Customer, Sales Rep, Contact Info, Invoice Number, Invoice Date, Due Date, Days Overdue, and Amount Due.
To access the Invoice Detail By Customer report, select menu option Reports > Accounts Receivable > Invoice Detail By Customer. Choose the Invoices and/or Rep, then click the Search button.
Quick Tip: Did you know that you can export this report as a CSV file and open it in Excel for further analysis?
We want to hear from you!
MORE ARTICLES ON
Accounts Receivable Reports
videos relating to
Accounts Receivable Reports
