How to check open invoices for a customer in GP

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Posted on by PavanBujji

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Hi All,

I have a query on Credit Limits and how does it work in GP ? and how to check the open invoices or unpaid order for a customer ( which has not yet paid ).

I have tried with 2 invoices .One invoice is with paid order and other end is un paid order (customer needs to be paid) and posted those 2 invoices.

I opened the Transaction by Customer console (Sales -- > Sales --> inquiry --> Transaction by customer) and enter the CustomerID and including the Work ,Open

and history documents .I got those 2 invoices in that console. How can we know that, there is one order that needs to be pending amount from the customer ?.

Can any one explain me regarding on this ?.

Thanks ,

Pavan G.

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Microsoft Dynamics GP

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Craig Fuller 409 on at

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RE: How to check open invoices for a customer in GP

I'm not sure. What happens when you look up one of those invoices in the Transaction by Document? Can you see it there and zoom into the document itself? If everything looks normal you may want to submit a new question regarding this so an experienced Accounts Receivable person can possibly provide an answer.
PavanBujji 180 on at

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RE: How to check open invoices for a customer in GP

@Criag,

I have unposted invoices are there for that customer. But it will not come under the WORK Status. Why?.
Craig Fuller 409 on at

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RE: How to check open invoices for a customer in GP

Unposted documents saved in a batch will appear in WORK. In your example both were posted so they appear in OPEN. When a document is fully paid and Paid Transaction Removal is run it will move to HIstory.

Here is a more detailed summary. community.dynamics.com/.../work-open-and-history
PavanBujji 180 on at

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RE: How to check open invoices for a customer in GP

@Craig,thank you for your answer. You have answered my question.

I have another doubt in this.

When will i get WORK and HISTORY statuses in that console?. i have already posted that two invoices which are shown in the above window.

Thanks in advanced,

Pavan G.
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Craig Fuller 409 on at

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RE: How to check open invoices for a customer in GP

Kindly click the "Yes" link if I successfully answered your question.
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Craig Fuller 409 on at

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RE: How to check open invoices for a customer in GP

If I'm understanding your question correctly, to see unpaid or remaining balances for an invoice in that window you need to expand the scrolling window using the buttons on the right (circled in blue). Then for each scrolling window record there will be 2 rows instead of one and you want to look at the second row in the Amount Remaining section.