* AR - Manage Receivables

The Manage Receivables form is primarily used as a visual tool to get a quick glance at the "big picture" status of each customer selected with an open balance (or All Customers).

• Using the OneSource menu bar, click AR/AP, then select Manage Receivables.  Select a Start, End and Aging date range on the A/R Summary Date Range pop-up form.
• You can toggle the display of invoices by "Unpaid", "Paid" or "Both".
• Press the Invoice button to open the invoice in the Invoice form.
• You can enter customer AR notes in the box provided.  These notes can also be viewed on the Notes tab of the Customer & Prospects form.