Factoring Customers' Invoices List
This is a list of Invoices raised from Contracts whose Invoice To field on the
'Partners' card contains a value. These are Invoices that were sent to a third party (e.g. a parent company or a leasing company). The list is sorted by Invoice To Customer, and the outstanding balance of each Invoice is shown, making it easy to analyse which Invoice To Customers are up-to-date with their payments.
When printed to screen, this report has Hansa's Drill-down feature. Click on any Invoice or Contract Number to open an individual Invoice or Contract record.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the start and end dates of the report period. The default period is the first record entered in the Reporting Periods setting.
- Customer Category
- Paste Special
Customer Categories setting, Sales Ledger
- Enter a Customer Category to print a list of Contract Invoices that were sent to Customers belonging to that Category.
- Customer
- Paste Special
Customers in Customer register
- Range Reporting Alpha
- Enter a Customer Number to print a list of Contract Invoices that were sent to that Customer. In other words, the Invoice Customer should be entered, not the Contract Customer.
- Function
- Use these options to control the level of detail to be shown in the report.
- Overview
- The Overview is a simple list of Invoices sorted by Customer Number and then by Invoice Number. For each Invoice, the Number, Total, amount paid and outstanding balance are shown, as is an indication of whether the Invoice has been approved.
- Detailed
- As well as the information in the Overview, this option also lists the individual Items on each Invoice.
