Modify a Who Owes Me Money Report

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Select the Who Owes Me Money report you want to modify:

ClosedWho Owes Me Money Summary
  1. In the Home window, open the Report Centre. Select Customers & Sales and then Who Owes Me Money Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. (Optional) Select Include inactive customers.
  4. Select the customers you want to include in the report. Click Select All to report on all customers in the list.
  5. Enter the end (As At) date for the report.
  6. (Optional) Customize the:
  7. (Optional) Save the report as a template in My Reports.
  8. Click OK to display the report.
ClosedWho Owes Me Money Detail
  1. In the Home window, open the Report Centre. Select Customers & Sales and then Who Owes Me Money Detail. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. (Optional) Select Include inactive customers.
  4. Select the customers you want to include in the report. Click Select All to report on all of your customers.
  5. (Optional) Select Include Terms to display them for every transaction.
  6. Enter the end (As At) date for the report.
  7. (Optional) Edit the Include invoices paid in the last [ ] days box. Change this number to 0 if you only want to see unpaid invoices.
  8. (Optional) Customize the:
  9. (Optional) Save the report as a template in My Reports.
  10. Click OK to display the report.

Published: June 19, 2017
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