The A/R Summary report lists account receivable summaries for each customer in each revenue site. It displays each customer's total account balance (or credit on account, if applicable).
Go to Reports > Financial Reports > A/R Summary.
In the Filters section, specify the Customers, A/R Transaction Date, Revenue Site, Transaction Site, and/or any other details to filter the report, if necessary.
In the Options section:
To calculate sub-totals for each revenue site, select Group by Revenue Site.
To group A/R amounts by family, select Show A/R Summary based on Family?
To include the Receipt #, Date, and Description for each transaction in the report, select Include Transaction Details?
To show only retired or non-retired customers in the report, select the appropriate option from the Retired list.
Select checkboxes corresponding to the Report Modules that you want to show charges for in the report.
Select the report Output Type.
Click Run Report.
Note: For complete descriptions of the options on this page, click here.
Running the A/R transactions report