Filter Paid and Unpaid Invoices in Batch Report Processing

This enhancement has the ability to retrieve Paid and Unpaid Invoices filter by Due Date and Invoice Date.

Below are the available fields in Batch Report Processing showing each functionality.

Batch Name – name for the batch process

Description – description for the batch process

Report Type – this is the type of the report the user may process. It may be Invoice or Statement.

Date Range – Invoices for the covered date will be filtered. Custom option will make the user enter the specific date on From Date and To Date field while these are automatically filled for the remaining options.

Filter By –This will only be visible when the Report type is “Invoice”. The combo box will make the user choose either by Invoice Date or by Due Date.

•By Invoice Date – When the user selects this option and process, the form will display all the invoices based on their Invoice Date covered on the Date Range selected.

•By Due Date – When this option is selected and process, the form will display all the invoices with the Due Date covered by the selected Date Range.

To retrieve Paid or Unpaid Invoice transactions based on Due Date or Invoice Date:

1. Select Invoice as your Report Type.

2. Select Due Date or Invoice Date on Filter By field

3. Choose Paid or Unpaid payment status on Included Invoices field.

4. Specify the Date Range for the lists of Invoices covered on that Date.

5. Click Save button to save the batch report name.

Reference: Task 6164