All Accounts Receivable reports give you the option of printing in customer number, alphabetic, salesperson/territory or customer class order. In addition to the order, you can choose the range to print. For example, if the order chosen is customer number, the beginning and ending customer number is asked for.

These programs are on the Reports and Prints menu.

• Open Receivables Report, which is used to print a list of open documents, zero balance documents or both. The options are to print in summary (customer and their balance), detail (customer and information on each invoice for the customer), or detail with transactions (customer and invoice and all transactions against that invoice). Branches can also be selected.
  
• Aged Trial Balance, which is used to print a report of all open documents in aging columns as of a specified aging date. (Aging columns are determined by the user.) The report can be printed in summary (customer and balance), detail (customer and information on each invoice due by the customer), and detail with transactions (customer and invoice and all transactions against that invoice). Branches can also be selected.
  
• Sales History Report, which is used to print various sales history and/or gross margin information from the customer’s history. You can select MTD, YTD and/or PYR information and determine a minimum to print. Branches can also be selected.
  
• Salesperson/Territory Sales Report, which is used to print various sales history and/or gross margin information from the salesperson/territory’s history. You can select MTD, YTD and/or PYR information and determine a minimum to print. Branches can also be selected.
  
• Payment History Report, which is used to print various payment history information from the customers’ payment history in three accumulation periods. Branches can also be selected.
  
• Inactive Customer Listing, which is used to print a list of all customers who have been inactive as of a date that you specify. Sales history figures can be included in the report. This report will not update any files but can be useful in allowing you to delete inactive customers. Branches can also be selected.
  
• Customer Listing, which is used to print a report of general information, code information or sales information on the customers. The customer’s address, phone number, contact information and/or message can print on either report. In addition to the standard sort order choice, you can select a beginning and ending code to print (terms code, tax code, GL posting tables, geography code, statement code). Branches can also be selected.
  
• Customer Ledgercards Report, which is used to print a list of the transaction types chosen which have affected the customer’s balance. Branches can also be selected.
  
• Customer Label Print, which is used to print up to 99 labels per customer and can be sorted by zip code. You can choose to print for active or inactive customers and branches can also be selected.
  
• Rolodex Customer Card Print, which is used to print up to 99 cards per customer and can be sorted alphabetically. You can choose to print for active or inactive customers and branches can also be selected.
  
• Ship-To Report, which is used to print customers and all their different ship-to addresses. (The billing address is not included.) Temporary ship-to’s can be printed and branches can also be selected.
  
• Ship-To Label Print, which is used to print up to 99 labels per ship-to selected by the customer. Customer or contacts can be included.
  
• Customer Balancing Register, which is only run when the customer’s balance does not agree with the open invoices for that customer (i.e., very unlikely - if there was a power failure in the middle of an update, etc.). The register prints all out-of-balance customers. The optional update will correct each customer’s balance and the total AR balance.
  
• Customer Notes Print, which is used to print the notes for any customers in the customer notes file. Branches can be selected.
  
• Check Payment History Report, which is used to print accounts receivable document information by check number for the specified customers.
  
• AR Code List, which is used to print a list of the various AR codes including customer classes, salespeople, regions, terms codes, tax codes, GL posting tables, adjustment codes, and customer price classes.
  

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