Printing the A/R Recurring Charges Report

The Recurring Charges report lists the customers, dates, terms, amounts, distribution codes, and summary details entered for the recurring charges you regularly invoice to customers.

Note: You can print this report only if you select the Process Recurring Charges option on the A/R Options screen.

For more information, see A/R Recurring Charges Report.

When to Print

Print the report when you add, change, or delete recurring charges.

  • Verify the print destination and, if necessary, turn on and connect the printer.

To print the A/R Recurring Charges report:

  1. Open Accounts Receivable > A/R Customer Reports > Recurring Charges.
  2. Select a range of recurring charge codes.
  3. Select a range of customer numbers.
  4. Under Include, specify additional information to include in the report. You can include schedules, sales split information, and optional fields.
  5. Click Print.
    • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

      Note: For Web-based clients, the preview screen appears first when you click the Print button.

    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

      • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.

      You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

    • If you are printing to e-mail, an e-mail message appears with the report attached.