Invoice Review Form

Use the Invoice Review form to see information about outstanding invoices.

You can find out which projects for a client have outstanding invoices and display data about those invoices, including invoice amounts, aging data, interest, and retainage.

The Aged Accounts Receivable grid on the form lists the project balances, broken out by aging categories for the selected client.

You can preview and print intercompany invoices from the Invoice Review form if:

  • You use multiple companies.
  • Intercompany invoices exist for the client.
  • Those invoices are on file.

Use the Project Review form, rather than the Invoice Review form, to preview and print intercompany invoices for any projects that do not have clients.

If you use the Pre-Invoices feature, pre-invoices do not display on the Invoice Review form.

Related Topics:

  • Display the Invoice Review Form
    You display the Invoice Review Form in the Accounts Receivable application.
  • Toolbar of the Invoice Review Form
    Use toolbar options to display the AR Options dialog box or a version of the Reporting Options dialog box specific to Accounts Receivable.
  • Contents of the Invoice Review Form
    You can specify client and contact information, and the time frame for selecting invoices. You also review project invoices, aging columns, retainage amounts, and retainer amounts.
Parent Topic: Fields and Options