How To: Printing/Exporting a Report of A/R Account Activity (12-61)

Overview

This tutorial describes how to print a report of A/R account activity.

Step-by-Step

  1. Click ‘Export’ to open the report directly in Excel (and save it to your computer).

  1. Click the ‘Print’ button at the bottom of the screen to print the report to paper or a spooler.

Click image to enlarge.

  1. Specify the sort order for the report. Options are ‘Invoice #,’ ‘Invoice Date,’ and ‘Cross Reference.’

  1. If you want to include invoices on the Closed tab, check the ‘Include ALL Close Invoices’ box.

  1. At the ‘Select Printer’ prompt, enter the ID of a physical printer or spooler.
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