Paid/Unpaid Contracts Report
The Paid/Unpaid Contracts Report function is used to identify the sales/revenue for Paid and Unpaid Contracts. The Unpaid report lists any contracts that have a matching invoice with a balance. The Paid report lists any contracts that do not have an invoice or contracts that have an invoice that is zero.
The Paid/Unpaid function can be accessed from:
Customer Center- Reports
Type. Select whether the contract is Paid or Unpaid.
Customer. Enter the lowest customer number to be included in the finance charge calculation in the From box. Enter the highest calculated number to be included in the finance charge calculation in the Thru box.
Selected Date. Select “Return Date” for the date that the contract was returned. Select “Posted Date” for the day you actually closed the invoice. Select “Last Activity Date” for the date of the most recent activity.
Date Range. You can select a Range of contracts to search for using the Range drop-down box or by entering the earliest date you want to search through in the From box and the latest date you want to search through in the To box. You can use the drop-down box for the From and To boxes as well.