Reports

Limitations

Under Limitations enter information in the fields you want the limitations to include. 

 

Department, Customer number and customer name: Enter all or part of the name/number. If you only remember part of the name/number, press F3 and a selection will be shown.

Limitations can also include invoice number, from/to, and/or, date of order from/to. Mark if you want to se unpaid invoices only.
 

There are several different reports in Accounts receivable, as follows:
 

1. General balance list

This report shows the status of the customers' accounts in Evatic Service. The report contains Invoice number, Customer number, Customer name, Invoice date, Payment due date, invoice amount, paid amount, and balance.
 

2. Detailed balance list

This report has the same fields as report 1, but shows details regarding payment date and amount, if not paid in full on any of the invoices.
 

3. Overdue list (outstanding payment list)

This list contains the following fields. Customer number, Customer name,

Amounts less than 15 days, amounts between 15 and 30 days, amounts between 30 and 60 days and amounts over 60 days. Totals per. customer, so the customer’s total number of invoices are apportioned.
 

4. Detailed overdue list (outstanding payment list)

The same as report 3 but apportioned for each individual invoice.

 

The reports can be sorted by Customer number or Customer name. Select the desired choice.

 

• The report can be displayed by pressing in the Top menu.
   

• By pressing , you can look at the customer details.