The Collections Report can be used to Preview, Print, and Export select information related to invoices that are currently in Collections, or invoices that have been previously sent to Collections.
The Customer Activities report is used to view account activity for a customer, a group of customers, or all customers during a specified date range. Use this report to find invoice totals, credit memos, payment information, adjustment details, and unapplied cash.
The Customer Master Report lists all information contained in the Customer Master File. Use this report as a reference to all the customer numbers in your WinTeam system. This report has Mail Merge functionality in order to export specific fields for creating mailing labels.
The Customer Sales Trend Report is used to view customer's sales history by month and year-to-date.
The Diary Report prints entries that have been created in the Customer Diary.
The Invoice Aging Report is used to view all outstanding invoices by aging date (invoice date or posting date). The report directs management's attention to accounts that are slow to pay, and indicates how much of your company's accounts receivable is past due. The report may also include Unapplied Cash.
The Invoice Register Report is used to view invoice details for selected invoices. Use this report for reviewing revenue, tax, and invoice totals, and for invoice printing status.
The Payments Report is used to verify payments received and deposits made. You may also use this report to balance your bank statement.
The Revenue By Sales Rep Report is used to view invoice details for a specified date range. Use this report for reviewing payment status, service details, and revenue total.
The Sales Tax Report is used to track taxable and non-taxable purchases for a specific date range. Use this report when filing sales tax forms for the state, county, and city.
The Sales Tax Jurisdictions Report is used to review sales and use tax setup, rates, and item taxability.
Statements and Past Due Notices
The Statements and Past Due Notices are used to print statements and past due notices for customers. You may include a message that prints on all statements and/or past due notices.