Creating Invoices for Balance Due

You can run the Invoice by Customer report to create invoices for unpaid purchases.

To run the Invoice by Customer report:

1. Click the Reports tab to go to the Reports Overview.
2. From the Module drop-down list, select Accounting.

3. From the Category drop-down list, select Financials. This will display a listing of all reports in this category.

4. Locate the Invoice by Customer report and click the Go button to run the report. This will open the Report Parameters pop-up window for the Invoice By Customer report.
5. Enter the search criteria to find the invoices you are searching for in the available fields. Fields with a red R next to their name are required.
6. To only see unpaid invoices make sure to leave the Include $0 Balance Invoices drop-down menu set to No. This will ensure that invoices with zero balance will not display in the report.

Unpaid Invoices will show an amount in the Balance Due field.