What does this section cover?

What is Accounts Receivable Printout?

Accounts Receivable Printout displays the accounts receivable balance along with all the financial transactions posted within the current year and the balance carried forward from the previous year. The printout is available through the Accounts Receivable data entry page.

Validations & Restrictions

Action	Validations
CREATING	Security Network restrictions are applicable (i.e. only records that can be accessed by the logged in user are retrieved) as explained in Understanding Network Entity Types

Header Information of Accounts Receivable Balance Printout

The following information can be found at the top of the printout.

Name	Description
Classification	The Accounts Receivable Classification
Credit Rating	The Accounts Receivable Credit Rating
Number of financial transactions	The number of financial transactions based on which the accounts receivable balance within the current year was calculated.

Detailed Information of Accounts Receivable Balance Printout

The following information is the main information provided and consists the printout's body

Name	Description
Number	The financial transaction's number
Type	The financial transaction's type
Classification	The financial transaction's classification
Issue Date	The financial transaction's issue date
Posted Date	The financial transaction's posted date
Due Date	The financial transaction's due date
Total Amount	The financial transaction's total amount

Summary Information of Accounts Receivable Balance Printout

The following information can be found at the bottom of the printout

Name	Description
Balance Within <year>	The Accounts Receivable Balance calculated based on the financial transactions posted within the current year. The year should also be included.
Balance Carried Over	The Accounts Receivable Balance calculated based on the financial transactions posted prior the current year.
Total Balance	The total Accounts Receivable Balance

Extracting Accounts Receivable Printout

Navigate to FINANCE > ACCOUNTS RECEIVABLE > MANAGE ACCOUNTS RECEIVABLE
Search for the an existing Accounts Receivable
Click on the number/name of the record you would like to access, to go to the Data Entry page
From the Action Menu click on PRINTOUTS
Select any of the available formats to extract the printout out of the following:
1. PDF
2. HTML
3. XLS
4. CSV
5. RTF
The format having the asterisk next to it, denotes the format which the printout will be extracted in.
From the Action Menu click on PRINTOUTS > ACCOUNTS RECEIVABLE BALANCE
The printout is extracted and downloaded with the specified format.

Sending Accounts Receivable Printout via Email

While in the Data Entry page of the entity click on PRINTOUTS > SEND VIA EMAIL from the Action Menu click
Specify the required information
1. Subject: Provide a subject in the free text area
2. To Address: Select an address from the available email addresses
3. Printout: From the drop down list select the Printout to be sent to customer
4. Body: Provide information you would like to include to the email in the available text area.
  You can use the Editor to format your body text accordingly
  
  The customer is selected based on the Accounts Receivable of the selected entity. A list of the customer's email addresses is available. If the related customer has set only one address registered in the system, then that address will be automatically selected.
Click on SUBMIT

Related Areas

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Handling Sold Physical Goods — Learn to handle Physical Goods Sales
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Creating and Sending Accounts Receivable Balance Printout — Learn to Create and Send an Accounts Receivable Balance Printout
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Calculating Balances for Accounts Receivable — Find out how Accounts Receivable Balance and Outstanding Amount are calculated.
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Accounts Receivable — Learn to work with accounts receivable
Page:

Creating and Using System Accounts — Learn to create System Accounts Receivable

Creating and Sending Accounts Receivable Balance Printout