When you read, add, edit, or delete AR comments, you first select a client record.
To select client records:
-
In the Navigation pane, select
.
-
At the top of the AR Review form, enter either a complete or partial name or number in the
Find client
lookup field to find and select the client for which you want to review, or comment on, invoices.
- To search for only those clients with invoice balances, select
Clients with Outstanding AR in the
Search By field.
- If you select multiple records, you can use the record navigation options to move from one record to another.
- To use the search at a later time, save it and use the Folders icon beside the
Search field to retrieve the search in a future session.
-
If the client has more than one address, select the appropriate address in the
Address field.
-
Use one or more of the fields on the AR Review form to narrow the number of invoices displayed on the Invoice Details dialog box.
For the client selected, projects with outstanding invoices display in the Aged Accounts Receivable grid.