Running the Unpaid Invoices Report

Run an Unpaid Invoices Report to view all invoices, sorted by customer, that remain unpaid as of a given date. This report can be useful if your company uses different terms codes and ship vias because it lists the specific information for each. For example, you can use this report to keep track of invoices that have products shipped via UPS and that your customers have not paid.

To see information about the report columns that are built, see What the Report Shows.

To run an Unpaid Invoices Report:

From the A/R > Reports/Journals menu, select Unpaid Invoices to display the Unpaid Invoices window.
In the Branch field, enter the branch, branches, or territories for which you want to review unpaid invoices.

To include only those unpaid invoices with a particular terms code, in the Terms Code field, enter the terms code; otherwise, leave this field blank.
To include only those unpaid invoices for a particular customer, in the Customer field, enter the customer name; otherwise, leave this field blank.
To include only those unpaid invoices for a particular ship via, in the Ship Via field, enter the ship via code; otherwise, leave this field blank.
In the Break on Customer field, enter Yes to insert a page break between data for different customers; otherwise, enter No. This is the default.
Set options, if needed, and generate the report.

What the Report Shows

The Unpaid Invoices Report provides the following information:

Column	Description
Terms Codes	Payment terms for the invoices on the report.
Branches	Branches where the invoice originated.
Invoice	Number of the invoice.
Customer Name	Name of the customer.
Ship Date	Date you shipped the product.
Terms	Terms applied to each invoice to be paid.
Ship Via	Method used to ship the products on each invoice.
Orig Amt	Amount originally due on the invoice.
Open Amt	Amounts still due on the invoice.
Bill Trust FTP	Open balance for any bill trust invoices.