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A report of Unpaid Bills with Customer:Jobs

By default, there is no report that shows unpaid bills with the customer/job names included on the report. You can, however, modify an existing report to reflect this.

Solution description

To Create the Report:

  1. From the Reports menu, select Jobs, Time, & Mileage and click Unbilled Costs by Job.
  2. Click the Customize Report button.
  3. Go to the Filters tab and set the following filters.
    1. Billing Status = Any
    2. Transaction Type = Bills
    3. Paid Status = Open


  4. Click OK and you should now have a report that shows the unpaid bills to with the customer:job assigned for making it billable.


  5. Click Memorize so you'll have quick access to it again.
KB ID# HOW13141
10/28/2016 7:02:28 AM
PPRDQSSWS407 9138 Pro 2017 d66baa