AR – Manage Receivables
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The Manage Receivables form is primarily used as a visual tool to get a quick glance at the “big picture” status of each customer selected with an open balance (or All Customers).
- Using the OneSource menu bar, click AR/AP, then select Manage Receivables. Select a Start, End, and Aging date range on the A/R Summary Date Range pop-up form.
- You can toggle the display of invoices by “Unpaid”, “Paid” or “Both”.
- Press the Invoice button to open the invoice in the Invoice form.
- You can enter customer AR notes in the box provided. These notes can also be viewed on the Notes tab of the Customer & Prospects form.
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