Recurring Receivables Report

In your business, you may bill you clients monthly or quarterly, for example, the exact same amount for products or services. To accomplish this you may be using Recurring Receivables in your system. You may want to run a report on all of your recurring receivables.

To run the report:

Go to Reports.

Under the Invoicing Heading, choose Recurring Receivables.

Choose whether you want to add all applicable taxes to the report, add the gross total of each recurring receivable, and add the Pre-Authorized Debit (PAD) Information columns.

Choose Create.

The report will run with the following columns:

Company (Customer)
Recurring Receivable #
Frequency
Card on File (Yes or No)
Next Invoice (Actual Date)
Automatic Payment (Last four card digits)
Transaction Amount (Subtotal)
Annual Revenue
Monthly Revenue
Taxes (per recurring receivable, if chosen to appear)
Gross Totals (per recurring receivable, if chosen to appear)
PAD Information (per recurring receivable, if chosen to appear)