Collection reports enable you to analyze your firm’s accounts receivable activity. They can assist you in determining which clients are delinquent on their accounts, what types of A/R activity (such as receipts, debits, and credit memos) have been applied, and which clients have had service charges assessed.

To view and print a Collection report, choose File > Print Reports. In the Print Reports screen, click one of the reports under Collection in the available reports pane and then click the Select button.

Available Collection reports include:

• Accounts Receivable Applications
• Accounts Receivable Ledger
• Accounts Receivable Recap
• Accounts Receivable Summary
• Collection Summary
• Invoice Receipts Analysis
• Receipt and Adjustment Journal
• Service Charge Journal

If you encounter an SQL Server error with several “invalid column name” messages when you attempt to print a report, you may need to clear any applied filters before selecting the report.

To do this, hold down the SHIFT key as you select the report.

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