These reports and journals are specific to the Accounts Receivable section of Inform. For a list of all reports, go to the Reports page. Click on the title of a report for additional information, as well as directions for printing.
Displays all open AR invoices organized by Aging Date. This report can be used to see how much is owed to your company by your customers and to detect invoices that are past due.
Displays every customer payment that was posted and how it was applied, as well as the Total Cash Deposit to the Bank Account and the Total Credit to your Accounts Receivable.
Displays all cash receipts entries between the specified starting and ending dates. This report may be printed for all customers or for an individual customer.
Displays any open credit and debit balances for your customers, organized in alphabetical order by customer name.
Customer Statements display your customer transactions for a given period. This report should be printed as part of the end-of-month and end-of-year procedures.
Three section report that displays the Cash Receipts Audit Trail, daily totals for Applied Cash, Adjustments, Discounts, Miscellaneous Receipts, and Total Accounts Receivable Credit, and total receipts for the period by customer.
Displays a customizable report of customers with negative Credit Limit balances. It will also display the customer's Open AR Balance, Open Order Balance, and Total Open Balance, as well as their Credit Limit.
Monthly Finance Charge Journal
Displays all of your finance charges for a selected Finance Charge Period.
