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- On the main menu
, under Financials, click Receivables. - In Financials quick links, click
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- By default, the following filters are applied, but you can change them:
Source is not in the list MACR, VBNK, VCAB, VCST, XJOU, FFAJ, DCAB
Accounting Date is on or after 90 days in the past
- To create a new receivable invoice, click
. - The Action column contains links for the following actions. To open the document, click the link.
- Summary: View a summary message that displays both the number of days overdue and whether a collection letter is needed.
- Remind: Send a collection letter to those with an outstanding balance.
- Details (when configuration flag Enable Receivable Status is enabled): Open the Receivable Details form.
- Notes (when configuration flag Enable Invoice Notes is enabled): Log Invoice Actions.
- The Aging Group column is taking takes information from the Invoice Due Date column “Invoice Due Date”. The system requires requires both of these two columns to be selected in the Receivables Summary list in order for the Aging Group column to display the expected results.
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- For the printable invoice, click its row.
- For the Financials invoice (Transaction Data Entry), click View.
- For the Operations invoice, in the Type column, click its link.
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