Generating the A/R Credit Balance report

  1. Select Administration > Reports > Accounts Receivable > A/R Credit Balance Report. The A/R Credit Balance Report screen is displayed.
  2. 2. Specify this information in the Report Parameters section:
    Property
    The property code for which the report is generated. This value defaults with the session property.
    Note: You can modify this value.
    Account Type
    The type of account associated with the A/R Account. Possible Values:
    • Clearance Account – No Payment Tax Invoice
    • Corporate Accounts
    • Personal Accounts
    Output Format
    The output format for the report. By default, the format is PDF.
    Note: You can modify the output format.
  3. Specify this information in the Report Options section:
    Guest By Profle
  4. Specify the sort order in the Sort By section to generate the report. You can sort the report by Account Name, Account Number, Balance Ascending, or Balance Descending.
  5. Click Print. The report is generated and displayed.