Balance Due/Accounts Receivable report

This report lists all customers with a balance due.

Note: This report process sorts through all customers and orders in your database. If your records are extensive, the report will take a considerable amount of time to complete.

It includes customer name, address, phone numbers, year-to-date sales, total sales, amount paid, and the balance due.

To view and print the Balance Due/Accounts Receivable report:

1. From the Reports menu, select Customer Reports.

Result: A Customer Reports dialog box displays.

2. Select Balance Due/Accounts Receivable.

3. Click OK.

Result: The report displays in a separate window.

4. Click the print button at the top of the window to print the report.

Result: A Print dialog box allows you to select the print range and the number of copies.

5. Click Print.

Note: This reporting process sorts through all customers and orders in your database. If you have only been using MANAGESM for a short time, the report may only take a few minutes; however, after an extended period your records will be more extensive causing the report to take more time to complete. For this reason, consider running it during off-hours, such as evenings.