The Open entries (Invoice) printout generates a list of open invoices. That is, invoices that have not yet been settled in Sapera.
The printout can be generated as PDF, Excel or sent as an attachment by email. See print dialog.
1. From Financial, go to "Product" -> "Products".
2. From the Products page, you can click the printer icon in the top right corner.
3. Select the "Product location" printout
4. Fill in the fields (the fields are described below)
5. Click the print format you want to print in.
The printout supports the following criteria:
Org. unit: You can choose to only show data from one or more of your org. units (store / department etc.)
Per date: Specifies the end date for the printout based on the postings' financial date.
Customer number: If the extract is wanted for a specific customer, the customer number can be entered.
Columns
Invoice: Invoice number
Customer no.: Customer number
Customer: The name of the customer.
Due date: The date the invoice should have been paid. See payment terms.
Amount: The original invoice amount
Remaining amount: The part of the original invoice amount that has not yet been paid and or settled.
Want to know more?
Read more in these related articles:
Open entries (purchase invoice)
This article explains how to create a printout of open entries (purchase invoice)
Open entries (invoice)
The report shows open (unpaid) sales invoices as of a selected date with amount and remaining amount, sorted by invoice or customer.
Invoices
Complete walkthrough of the invoice overview and the invoice editor in Financial: fields, invoice lines, all actions, the state flow and the tabs at the bottom.
