How to Generate a Close Summary Report

Use the following steps to generate a Close Summary Report:

1. Click on the Business tab, click Accounts Receivable, and select Close Summary Report.

2. If applicable, click on the calendar icon to enter the Start Date and/or End Date.

          3. Click on the Generate Report button or click on the Clear All button to remove all input information and reset the fields to their default values.

4. To download the report in an Excel, PDF or Word file format select the corresponding option and click the Export button.

Note: All exported file types have the Save (Download) or Print options.  

5. Click on the Back button to return to the Close Summary Report screen.

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