Name column

This column displays the names of all your customers with unpaid sales. Click the zoom arrow next to a customer's name to display a transaction in the Sales window.

Overdue column

This column displays the number of days beyond the due date that the transactions in the list are overdue. If a positive number of days appears in the Overdue column, the transaction is overdue by the number of days displayed; if the number is negative, the transaction isn't due yet.

Inv. # column

This column displays the ID numbers of the transactions whose payments are due.

Due Date column

This column displays the date each transaction in the list is due. The due date is calculated by comparing the original date of the sale to the current date and reviewing the customer's credit terms.

Balance Due column

This column displays the amounts that are due for each transaction.

Checkbox (Save to Disk) column

If you wish to send a "payment due" notice to a customer, click this column for the appropriate transaction, then click the Save to Disk button at the bottom of the window. The notice will be included in a file when you click the Save to Disk button at the bottom of the window.

Click the gray box at the top of this column to mark all the transactions in the list. Click again to clear all marks from the Print column.

Print button

Click this button to print the To Do List - Receivables report.

Save to Disk button

Click this button when you're satisfied with the information you've selected to include in the file you're about to save.

A dialog box appears, allowing you to choose a file format. Make your selection and click Save. Another dialog box appears, allowing you to provide a name for the file that will be created. When you name the file and click OK, the file is created.

You're now ready to merge the export file's data with your word-processing software's documents.

Close button

Click this button to leave this window.