Customer Explorer: Site Receivables

Outstanding site receivables, unbilled details and last payment information can all be viewed in summary from the Receivables tab for Separate A/R Site accounts. Receivables tab will be greyed out for Consolidated and Separate A/R Customers. Also see Site Receivables Video Tutorial, Related Tasks or Account Inquiry Overview for more details on customer bill to type settings.

 

Site Receivables

• Outstanding invoices for the selected site will be displayed.
• Sort the grid by any column header.
• Click Go To Account Inquiry to open Account Inquiry.
• Balance Summary displays the Aging In Days and Total Due.
• Last Payment will include the last payment date, amount and reference number.
• Average Days to Pay will display the average number of days to pay.
• Show Unbilled will display Unbilled Details amount.
• Unbilled Details Total will include outstanding invoices and unbilled.