Common Tasks > Financial Reports > Accounts Receivable list
This script opens a Table View layout of unpaid invoices.
Table View is perfect for exporting as an Excel Spreadsheet; this can be done using the Save/Send as Excel button.
Instead, you may prefer to select the Preview button and the Save as PDF or Print.
The table is configured to include the data that would be required for debt collection. These include:
- Invoice Creation Date
- Invoice Number
- Debtor ID
- Debtor Mailing Name
- Invoice Total (original invoiced amount)
- Invoice Balance (amount outstanding)
- Due Date
- No. Days Overdue
- Debtor Email
- Debtor Phone
- Notes
The script finds all invoices with an Invoice Balance greater than zero. Optionally, you may perform a Find from inside the Accounts Receivable view for any desired set of invoices.