There are times when it is important to gather data that shows jobs that are not fully billed even though they may have payments posted against them. The Sales Order area of the management system has a specialized list view and export that displays all incomplete invoiced jobs with their grand totals, amount billed (if progress billed), payment amounts, and unbilled totals.

Navigate to Orders/Sales

Click the List View button at the top navigation action bar.

Use the button labeled "Unbilled Sales" to initiate the specialized list view:

This specialized view displays additional columns of information:

1-Grand Total

2-Payments

3-Balance Due

4-Billed

5-Unbilled

You can use this information on-screen, or you can export it to a .csv file. This export is an automated export which means, it will export to the same location with the same name every time you export it.

The export will be saved to the desktop as "SA-AR Export.csv". 

It is important that you use the correct Export button. 

Use the last Export button at the top of the action toolbar in the list view:

This will export (give time to finish) the unbilled sales information and a confirmation message will display showing where and with what name the file was saved:

You can then locate the file and rename it for historical reference. The export contains the same information as the unbilled sales screen.

This export also contains an extra column called "notes". Keep your working notes in this space and save the file under a new name to keep historical records.