Introduction

This report will give you Invoice information per account for a selected date range or all open invoices. Please note that Balance Forward Accounts will only contain invoices since the most recent update, regardless of the date range selected. You can generate the data per Company, Branch, Territory, or Account. You can also select only Balance Forward Accounts, Open Item Accounts, or a combination of the two. Finally, you can choose to output the data to the screen or a printer.

Procedure

From the Optifacts Main Menu:

Select Option 1 – Accounts Receivable and press Enter.

Select Option 3 – Other Routines and press Enter.

Select Option 2 – Invoice Listing Report and press Enter.

Follow the on-screen prompts pressing Enter past each field.

To view and download these instructions as a PDF file, click on the following document image.

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