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Overview

The Payment Summary Report prints a summary of all invoices and applied payments for a particular document. Applied payments includes standard receipts as well as prepayments.

Criteria

Document Type - Use the drop-down menu to check payment status for that document type. Available options include: Job, Sale, Meter Agreement, Site Agreement, Warranty Agreement or Historic Job.

Site - Select a site range to be printed or use the default zzzzzz to specify all.

Customer - Select a customer range to be printed or use the default zzzzzz to specify all.

Service Center - Tick this check box to limit the report printed to include projects for the Service Center specified or leave blank to include all Service Centers.