Complete this task to generate the Account Overview report which details charges, payments, refunds, adjustments, aging, billing history, notes, and guarantor collections for an active AR account. 

The Print Overview function is different from the Print Activity function:

  • The Print Activity function prints a sequential line-by-line replication of the Active AR tab data window. 
  • The Account Overview report groups like activity together and presents them in a convenient, easy-to-read format.

Step-By-Step Guide




From the Act: [ID] > Active AR tab, click Print Overview. The Account Overview report opens.

2Use the toolbar to save, print, or review the report.

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