SunPMSby SunTatva Technologies

Which report shows which companies and agents owe us money?

Updated

On this page
  1. Short answer
  2. Steps
  3. Check the result
  4. Common problems
  5. Detailed pages

Short answer

Sales & Channel Aging and Account Receivable show amounts partners owe, by age.

Steps

  1. Click Reports and open Daily Reports > Sales & Channel Aging, or Ledger Reports > Account Receivable.
  2. Choose the date and click Show; Export.
  3. To collect, record payments on the invoice (invoice).

Check the result

Partners with balances split by age bucket.

Common problems

  • Nothing shown: no folio was charged to a creditable partner.
  • Messages: Report messages.

Detailed pages

Ledger reports, Creditable invoice.