| □ | The Open Invoice Statement report provides a list of Open Invoices (only Invoices with a Balance that is Unpaid). |
| • | The Open Invoice Statement will be printed using its own unique Format |
| • | The Open Invoice Statement may be printed for either the currently selected Subscriber, or for All Subscribers |
| • | To print the Open Invoice Statement report, from the Main Menu, Select Reports, Choose the Accounts Receivable sub-menu, and Click Invoice Statements. |
| □ | There are three tabs on the Open Invoice Statement dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Open Invoice Statement - Options tab - All Subscribers
| • | Options - Optionally, this report may be "filtered" based on each Subscriber's Dealer Code or Division assignment. |
| ▪ | By Division - By default, All Outstanding Invoices from All Divisions are reported. |
| o | To limit which Invoices will be included to only those that were Sold to Subscribers assigned to a specific Division or Division Group, Check this box, then use the Drop-Down Selection List provided to Choose the appropriate Division (or Division Group) code. |
| ▪ | By Dealer - By default, All Dealer's Accounts will be included, but a specified set of (one or more) Dealer Accounts may be chosen instead. |
| o | To do so, Check this By Dealer box, then Click the Ellipse to open the Select Dealers dialog. |
Select Dealers dialog
| o | Check the Selected box for each Dealer whose Accounts are to be included in the Open Invoice Statement report |
| o | Click Click the OK ü button to Close the Select Dealers dialog. |
| • | Current Subscriber - If the report Open Invoice Statement is selected from the Accounts Receivable Reports Menu and there is a Subscribers Form that is Open, Current Subscriber will be selected (and should not be changed). |
Open Invoice Statement - Current Subscriber
| • | Hide Detail? - This Open Invoice Statement Format will, by default, include the Detail Line Items for each unpaid Invoice. |
| ▪ | Check this box to exclude the Detail Line Items. |
| • | Print - Click the Print button to Preview or Print (to a File or a Printer) the Open Invoice Statement(s). |
| ▪ | These Open Invoice Statements will be previewed before printing. |
| ► | Note: See the Custom Report Formats chapter if you want to learn how to modify the format of the Open Invoice Statement. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Open Invoice Statement - Detail included in Preview
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrow to set the exact amount of Zoom you want. |
Open Invoice Statement - Preview - Hide Detail checked
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Open Invoice Statement. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| • | To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Expiring Contracts Report - Data View
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| ▪ | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| ▪ | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| ▪ | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
