AR Statement

The AR Statement is designed to be sent to a client as a statement of their unpaid balance.

On the Project lookup, you can search on an invoice number or on unpaid invoices. These searches help you locate projects that have at least one invoice that matches your criteria. However, they do not filter the invoices. The report still includes all of the invoices for each project you select.

Credit Memos

Credit memos are not listed separately on the AR Statement report. Credit memos posted against an invoice are reflected in the invoice balance listed on the report.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.

Related Topics:

  • Display the AR Statement
    The AR Statement is an accounts receivable report.
  • AR Statement General Tab
    Use the General tab to select report options for the AR Statement report and to save sets of options for reuse.
  • AR Statement Heading Tab
    Use the Heading tab to specify the information to display in the heading portion of AR statements.
  • AR Statement Options Tab
    The Options tab gives you additional control over the information on the AR Statement report.
  • AR Statement Columns Tab
    Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.
Parent Topic: Accounts Receivable Reports Overview