Generating A/R notes report

Use the A/R Notes Report page to print all notes added to the Notes tab of a specific property A/R account. The report also prints notes that are associated to an A/R account using the Link Notes link in the Action button of the Invoice, Charges, and Payment tabs.

To generate A/R notes report:

Select Administration > Reports > Accounts Receivable > A/R Notes Report.
Specify this information:

Account Number

Specify the account number for which you want to generate the report.

Include A/R Account Notes

Select this check box to print the notes that are specified on the Notes tab of the Property A/R Account page.

Include Contact Notes

Select this check box to print the notes that are specified on the Notes tab of the Property A/R Account page and where the Contact is specified.

Include Invoice Notes

Select this check box to print the notes that are specified on the Invoice tab of the Property A/R Account page.

Include Payment Notes

Select this check box to print the notes that are specified on the Payment tab of the Property A/R Account page.

Include Charge Notes

Select this check box to print the notes that are specified on the Charges tab of the Property A/R Account page.

Start Date and End Date

The report displays the notes that are created on or between the start date and end date range that you have specified.