You can open the view by selecting Financials > Bookkeeping > Open receivables.

In open receivables, you can view the company’s open receivables and filter the list by customer and/or date. You can use the view, for example, to check the situation of open receivables at the end of the previous financial year.

  • Filter open receivables by customer if you want to view open invoices for a specific customer.
  • Filter open receivables by date if you want to view open invoices for a specific period.
  • Select whether the search is restricted by entry date or invoice date.
  • Note that open receivables are taken from invoices by comparing the payments of the invoice with the invoice total.
  • An invoice appears in the listing if the sum of payments does not match the invoice amount.
  • Open receivables are not checked from vouchers, so bookkeeping can be correct even if the invoice appears as open, if the payment does not have a voucher or it has been voided.
  • Unsent sales invoices do not appear in open receivables.
  • Invoices with draft status do not appear in open receivables.

How can I print open receivables in PDF format?

You can print open receivables in PDF format as follows:

  1. Open open receivables by selecting Financials > Bookkeeping > Open receivables.
  2. Fill in the desired search criteria (for example customer, date, and the choice between entry date or invoice date).
  3. Wait for the list to open based on the search criteria.
  4. Select the printer icon shown at the top.
  5. Print the list in PDF format.

Frequently asked questions

Question: Where can I find open receivables?
Answer: Select Financials > Bookkeeping > Open receivables.

Question: Which invoices appear in open receivables?
Answer: The view shows invoices where the sum of payments does not match the invoice total. Unsent sales invoices and invoices with draft status do not appear in open receivables.

Question: Why does an invoice appear as open even though bookkeeping is correct?
Answer: Open receivables are not based on vouchers, but on comparing the payments of the invoice with the invoice total. An invoice may appear as open if the payment does not have a voucher or it has been voided, even if bookkeeping is correct.

Question: How can I print open receivables in PDF format?
Answer: In open receivables, fill in the desired search criteria, wait for the list to open, and select the printer icon at the top to print the list in PDF format.

Keywords: open receivables, Financials, Bookkeeping, sales invoices, payments, entry date, invoice date, PDF printing

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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