This report shows payment details by customer with invoiced, paid, still due/credited for the selected time period. Output currency can be changed. Use the detailed view to see payment details for each order/invoice.
Data from this report can be exported in Excel, PDF or RTF format.
|Time Period||Allow user to select the time period from a list of options are set custom a custom date range.|
|Currency||Allow user to select currency to be used in the report|
|Layout||Set to the Default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving of a layout for potential future use.|
|Reset Layout||Resets layout to the default layout or selected saved layout.|
Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters.
The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report.
|Shipment Date||Shipment date for the Sale Order|
|Invoice Number identifying sale invoice|
|Invoice issue date|
|Date when invoice is due for payment|
|Sales Representative||Name of sales representative associated with the sale|
|Year of invoice date|
|Quarter of invoice date|
|Month of invoice date|
|Customer reference from sale document header|
|Comma-separated customer tags|
Customer Additional Attributes 1-10
|Values of customer additional attributes|
|Shipment date for the Sale Order|
|Shipping Address 1||Line 1 of shipping address|
|City||Shipping address city|
|State||Shipping address state|
|Country location of customer|
|Shipping address postcode|
|Total invoice amount|
|Total Paid||Total amount paid of invoice|
|Due/Credit||Amount due or credited of invoice|
|FX Gain/Loss||Foreign exchange gains or losses|
NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.