Invoice Review Form

Use the Invoice Review form to review information about outstanding invoices.

You can find out which of the projects for a client have outstanding invoices and display data about those invoices, including invoice amounts, aging data, interest, and retainage.

The Aged Accounts Receivable grid on the form lists the project balances, broken out by aging categories for the selected client.

If you use the Multicompany feature and intercompany invoices exist for the current client and are on file, you can preview and print those intercompany invoices from the Invoice Review form. If the projects that you use for intercompany invoices do not have clients, use the Project Review form, rather than the Invoice Review form, to preview and print those intercompany invoices.

If you use the Pre-Invoices feature, pre-invoices do not display on the Invoice Review form.

Related Topics:

  • Display the Invoice Review Form
    You display the Invoice Review Form in the Accounts Receivable application.
  • Toolbar of the Invoice Review Form
    Use toolbar options to display the AR Options dialog box or a version of the Reporting Options dialog box specific to Accounts Receivable.
  • Contents Of the Invoice Review Form
    On the Invoice Review form you specify client and contact information, and the time frame for selecting invoices. You also review project invoices, aging columns, retainage amounts, and retainer amounts.
Parent Topic: Screens