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View All Tax Invoices Raised for a Specific Company or Travel Agent

Use AR Statements to quickly access and review all invoices raised for a specific Company or Travel Agent.

 

Overview

The AR Statement provides a detailed summary of all Tax Invoices raised within the selected date range for the chosen Company or Travel Agent, along with any outstanding amounts and brought-forward balances.

Viewing all invoices for a specific Company or Travel Agent is essential for accurate financial tracking, ensuring timely payments, and maintaining clear records.

Operationally, it enables efficient reconciliation and informed decision-making regarding credit terms or commissions.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

Guide

In the side menu of RMS, go to Reports > Accounting > AR Statements.

  1. Select a Date Range.
  2. Select the Company or Travel Agent.
  3. Deselect the Show Unpaid Charges Only checkbox.
  4. Select the Print Zero Balances checkbox.
  5. Select Build.
    AR Statements report criteria screen in RMS showing fields for Date Range and a selector to choose a Company or Travel Agent, with the Show Unpaid Charges Only checkbox unticked, Print Zero Balances checkbox ticked, and the Build button highlighted to generate the statement

 

  Example


Sample AR Statement in RMS for a selected Company or Travel Agent, listing tax invoices within the chosen date range with invoice numbers, dates, descriptions, amounts, outstanding balances, and a brought-forward balance summary at the top or bottom of the statement

 

 

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