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The Recurring AR Invoice Report allows you to generate a report that shows the recurring invoice templates that you have set up using the Recurring AR Invoice Setup function.

 

The report can be used to review and update the recurring invoice templates.

 

 

To print a Recurring AR Invoice Report, perform the following steps:

 

1.Access the Recurring AR Invoice Report function from the AR Invoice group under the Reports main menu in the Accounts Receivable module.

 

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

 

3.Select the report sorting option by clicking the List box button next to the Sort By field.

 

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

 

 

5.In the Report Configuration area, define the preferred report filters.

 

6.Select which recurring invoice transactions you want to show in the report, depending upon the status:

 

•Active and Inactive Status

•Active Status Only

•Inactive Status Only

 

7.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

 

 

The Recurring AR Invoice Report function also provides you with the flexibility to perform the following:

 

•Set up user-defined configuration macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oCustomer #

 

oItem #

 

oCurrency

 

 

 

See Also

Print Invoice

Print Packing Slip

Invoice Reports

 

 

 

 

 

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