Definition of Grid: The Open Projects Invoices is a collection of all customer invoices that have not been paid in full. Once the invoice has been paid in full it will fall off of this report automatically. | |
Column Name | Definition |
Balance | Dollar amount of balance owed on invoice for order |
Company Type | The company type (customer , vendor, etc.) assigned to the Company Information/record of the Project. Company type of the Customer/Bill To |
Company ID | The Company ID of the Customer/Bill To |
Contact | Contact name of person sending billing invoice to and pulls from Bill To Attention in the Order Entry module |
Corporate Division ID | The ID of the corporate division that this project is under. Used to pull the corporate division name |
Current | Current dollar amount due on invoice |
Customer | Bill To company in the Order Entry / Customer Invoice module |
Customer PO | The customer PO number, set in the Order Entry module |
Division | The Corporate Division assigned to the project in the Project Information module that made this sale/order |
Due By | Payment due date of specified invoice determined by Terms of Sale assigned in the Company Information/record of the Bill To or can be manually set when creating an invoice in the Customer Invoice module |
End User | End User is where the Product is being delivered to / installed at. Company in the End User To section of Project Information / Order Entry module |
Expected Pay Date | Date noted of when client is expected to pay the invoice, pulls from the Collections Window module (View > Collections Window (Detailed Aging)) |
Final | Checkbox indicating if invoice is the final invoice of order (Noted as FinalInvoice in DB Field Name) |
Invoice # | Number assigned to invoice when creating in Order Entry module |
Invoice Type | Type (Deposit, Progress, Final) assigned to invoice when creating in Order Entry module |
Invoice Date | Date on specified invoice in Invoice |
Last Call Date | Date noted of when client was called last, pulls from the Collections Window module (View > Collections Window (Detailed Aging)) |
Main Phone | Main phone number of the Bill To company in the Order Entry / Customer Invoice module, pulls from Company Information/record |
Ninety | Dollar amount of balance owed on invoice for order that is 90 days overdue |
Non Payment Reason | Reason selected for not making payment on the invoice, pull from the Collections Window module (View > Collections Window (Detailed Aging)) |
Note | Notes pulled from the Collections Window |
Over Ninety | Dollar amount of balance owed on invoice for order that is more than 90 days overdue |
Paid | Dollar amount paid towards the total dollar amount of invoice on order |
Project Payment ID | ID number assigned to invoice |
Record # | The project number (Noted as ParentID in DB Field Name) |
Salespeople | A list of all salespeople on the project |
Salesperson | The primary Salesperson on the project |
Sixty | Dollar amount of balance owed on invoice for order that is 60 days overdue |
Team Members | Team Members on the Project - Pulls from Project Information Module |
Thirty | Dollar amount of balance owed on invoice for order that is 30 days overdue |
Total | Total dollar amount of invoice on order |
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