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--- office:transaction_management:managing_reports [2009/03/05 04:31]
markphsd
+++ office:transaction_management:managing_reports [2018/12/23 12:11]
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-Outstanding balances for all Accounts (accounts can include multiple customers), or Customers
-CCS will track unclosed scheduled payments. These payments can be grouped by account, or individual client. These payments are filted by a range of dates.
-^Actions:||
-|Invoiced Customers:| Select this to view specific customers, if no customer is selected all invoices will be displayed.|
-|Update all as invoiced:|Select the order, a printer (8 1/ 2 X 11) and then press print / preview.|
-|Preview Selected / Print Selected:|This will update the currently selected customer's invoices as having been invoiced.|
-|List All Invoices UnPaid by all customers or grouped by accounts:|  This is the reporting option for the selected customer's invoices.|
-|View Invoiced / View Non Invoiced:| This decides what to display as far as invoiced or not. |
-|Invoice List:| Double clicking the Invoice report will bring up the invoice form with the invoice details.|
-{{:office:transaction_management:invoicereportforaccount.jpg|}}

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