The Forecasted Client Receipts report allows you to view client invoices and credit notes where the terms have lapsed between the dates entered in the report selection criteria, or client invoices and credit notes with an invoice date between the entered selection criteria.
Using Credit Terms - To view invoices where the credit terms have lapsed between the To and From dates, select "Use Credit Terms" from the Terms Use drop down list box.
Using Invoice Dates - To include invoices where the invoice date is between the To and From dates, select "Invoice Date" from the Terms Use drop down list box.
Including Paid Transactions - By default this report displays only invoices which are unpaid or not fully paid, and includes credit notes which haven't been applied. Paid invoices and applied credit notes can be included in this report by ticking the Include Paid Transactions tick box on the report selection criteria form.
Filtering Clients - To limit the report to one client, tick the Nominate Client tick box, then click the browse button 
, then highlight the desired client and click the Select button.
This report is accessible from Polygon Back Office > Reports under the Financial heading.
Forecasted Client Receipts
Information fields reported include:
oReference
oInvoice
oDate
oAmount
oReceived
oCredits
oOutstanding
oDue Date
oSub Total
oGrand Total
See Also:
For information about other Polygon Back Office Reports see section Reports > Polygon Back Office
For information about reports in general see section Reports
For information about Polygon Back Office, see section Polygon Back Office Introduction
For information about Clients and Client Transactions, see section Polygon Back Office > Clients File