Re: Correct report / template for an account's outstanding invoices?

[John Locke <..hidden..>]

Hi,

Stroller wrote:
> Hi there,
>
> Which is the correct report to show a list of invoices & payments for  
> an account, please?
>
> If I go to AR > Reports > Transactions and tick "closed" (as well as  
> open) and enter the customer name I can see all invoices & payments  
> over a date range. This is exactly what I'm after, but I'd like it in  
> postscript or PDF format (ideally including an email option) so that  
> I can send it as a polite reminder on headed notepaper.
>
>   
AR -> Reports -> AR Aging lets you email/print a report of open invoices 
and balance due for each.

It doesn't show payments (though it does show the net amount due, not 
the original gross, for partial payments on an invoice).

That's what we use for this purpose. I haven't dug into this to see what 
it would take to also show closed invoices and payment dates for a full 
account history.

Cheers,

--
John Locke
"Open Source Solutions for Small Business Problems"
published by Charles River Media, June 2004
http://www.freelock.com