Customer Document Report

Reports > Accounting > Customer Document

Accounting > Accounts Receivable > Customer Documents > (Document)

1. Name - enter a report name
   Default: Customer Document

2. Output - select output format (Html, Pdf (default))

3. Template - select a report template

4. Reset - click to reset to default options

5. Date - select the document date range

6. Building - filter by the document building

7. Customer - filter by the customer

8. Save as Template - click to save the selected filters and columns as a template
   

1. Name - enter a template name

2. Public - check to make the template available to other users

3. Security Roles - select the security roles that can access a Public template

4. Cancel - click to return to the previous screen without saving the template

5. Save - click to save the template

9. Reset - click to reset to defaults

10. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Report Format

1. Notice the District Logo.

2. Notice the Invoice Identifier, date, PO#, Due Date, and Status.

3. Notice the Bill To and Ship To name and address.

4. Invoiced Items - notice the identifier, description, quantity, rate, and total amount of each item. Notice the grand total, amount paid, and balance.

5. Notice the district name and address