Find Unpaid Invoice Instalments

Security Note: You need the Allow searching of payments through Payment Explorer security right in the Contracts domain security rights group for this activity.

Activity Steps

  1. Open the Payment Explorer.
  2. Select the Installments tab.
  3. Enter the following search criteria as required.
    • Start Date—Limit the search by Invoice Due Date.
    • End Date
    • Organisations—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
    • Internal Companies—Select from the companies defined on the Organisations panel of the Solution Explorer.
    • Entry Type—Select from Both, Accounts Receivable and Accounts Payable.
    • Contract Type—Select from:
      • All—Invoice instalments for any contract type, including service, freight and finance.
      • Sales Contract—Only invoice instalments related to at least one sales despatch order. For example, this option can include service invoices for a service charge related to a sales despatch order.
      • Purchase Contract—Only invoice instalments related to at least one purchase despatch order.
    • Pay By—Set to Invoice.
  4. To include a text string in the search criteria:
    1. Select the method to Search By from Invoice Number (default), Invoice Reference, Despatch Order, Despatch and Pay To (organisation).
    2. Enter the Search Text. Text searches are case-sensitive with SQL databases with a case-sensitive collation and with all Oracle databases.
  5. To sort the search results:
    1. Select the method to Order By from Invoice Number (default), Despatch Order, Due Date and Due Amount.
    2. Set the Sort Order to be ascending or descending (default).
  6. Click Search or press F3.

    Note: You can save search criteria as a search profile. Search profiles for the Payment Explorer include all criteria except the Start Date and End Date.