View Open Invoices and Balances by Company

1. Navigate to "Customers"

   To see all the invoices on a customer, navigate to the Customers section in the Operations Portal.

   

2. Click "Companies"

   Then click Companies.

   

3. Search the company in the "Search..." field

   You can browse through the list of companies shown or search for the company using the "Search" field.

   

4. Click this icon

   Once you have selected a company, click the more details icon to view the company details.

   

5. Go to "Orders" tab

   You are redirected to the Company Details screen. Now, go to the Orders tab.

   

6. Click the "Status" dropdown arrow

   Click the dropdown arrow next to Status.

   

7. Select "Invoiced"

   Select the "Invoiced" status to filter the data.

   

8. All invoices are filtered

   And there you have it. All open invoices are shown on the screen.

   

9. Save to a new filter for easier access

   You can even save this to a new filter for easier access.

   

10. Click "Accounts Receivable"

    Now, if you want to see the customer's AR records and balances, click the Accounts Receivable tab.

    

11. AR records and balances are shown

    And here, you can see the customer's AR records as well as the balances.