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Invoices Help
Generate a Customer Open Item Summary Report
Use Summary of Open Items tab in the Invoices window to generate a Customer Open Item Summary report for a customer or group of customers.
Note: The data grid includes invoices for parent customers only. If you select a child customer, the Invoices program displays the parent customer number to reference.
To generate a Customer Open Item Summary report
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In the Invoices window, in the Navigation pane, click the customer or invoicing group for which to display invoices.
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Click the Summary of Open Items tab.
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To change the date range for which to display invoices, click the arrow next to the date range boxes and click a beginning and ending date.
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In the data grid, click one or more invoices.
Tip: To select multiple sequential invoices, press and hold the Shift key and click the first and last sequential invoice. To select multiple non-sequential invoices, press and hold the Ctrl key and click each individual invoice.
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From the Actions menu, click Print. The Print dialog box appears.
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Modify the settings as necessary and then click Print. The report is output to the specified printer.