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.