Accounts Receivable > Invoice > Invoice Reports

The AR Invoice Summary Report function allows you to generate a report that summarizes certain information on each invoice.

The report can be used to view a summary of the invoices for a group of customers within a specified period of time.

To print an AR Invoice Summary Report, perform the following steps:

1.Access the AR Invoice Summary 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.

To show multi-currencies in the report, select the option with 'multi-currency' in the layout name. Note that this layout option is only available if the multi-currency feature is activated.

5.In the Report Configuration area, define the report filters. Mark the Individual Invoice # checkbox if you want to generate the report for a single invoice; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Select any of the following options for which you want to show in the report:

•Invoices and Sales Returns

•Sales Invoices Only

•Sales Returns Only

•Voided Invoices and Sales Returns Only

7.Mark the Consolidate Report checkbox if you want the report to show the invoices for both the consolidation and subsidiary customers.

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

The AR Invoice Summary 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 #

AccountMate displays the Customer Profile when you double-click the customer # in the report.

oInvoice #

AccountMate displays the Invoice document when you double-click the invoice number in the report.

oSO #

AccountMate displays the Sales Order document when you double-click the sales order number in the report.

oSalesperson #

AccountMate displays the Salesperson Profile when you double-click the salesperson code in the report.

oCurrency

AccountMate displays the Currency Profile when you double-click the currency code in the report.

AR Invoice Summary Report

AR Invoice Summary Report

See Also