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 Activityfunction:
The Print Activityfunction 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
Step
Instructions
1
From the Act: [ID] > Active ARtab, click Print Overview. The Account Overview report opens.
2
Use the toolbar to save, print, or review the report.