Vehicle Center - Outstanding AR

Open Vehicle Center then select the Outstanding AR tab.

The Outstanding AR tab shows all vehicles that have been delivered and have AR balances.

 

In the bottom of the grid there are four boxes with totals:

1.  Invoice Total- original Outstanding AR

2.  Total payments made on the AR

3.  The Balance left of AR that needs to be paid

4.  The average age of the AR

 

Filtering By Age

You can filter by age of AR in two ways

    1) By clicking the View drop down box and selecting a pre-set age range or

        

    2) By clicking the the filter icon in the Age column

   


        A.  Select "(Custom)"

        


       B. Filter by any age parameters: i.e. "Is greater than or equal to 60", or "Is greater than or equal to 0 and is less than or equal to 30."

        

 

Filtering Notes

If you select a a folder, the bottom half of the screen will display all the notes for that folder.

To specifically filter by Payment note, click the filter icon in the top right corner of the Category grid and select Payment Note

Printing a Fleet Statement

To filter by Fleet select the filter icon in the Fleet column and then select a fleet. 

 

Right-click in the grid and select Print Statement

 

 

Preview the Statement and click the Print button.

For more information see this help document: Printing AR Statements

Setting AR Follow Up Reminder

See Document: AR Follow up Reminders

 

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