Plot Receivable Report
Print the Plot Receivable Report
to review outstanding amounts for each plot for a date range. An
account receivable is an account
for receiving amounts that your customers owe you.
Printing Plot Receivable Report
1. Open Connect Cemetery Management > Reports > Plot Receivable Report.
2. Use the Definition box to select a report title, and the press Enter.
3. Set up the report dates.
4. Set up the report options.
5. Set up the selection criteria, report order, and report sections.
6. Click Print (CTRL+S).
Adding detail section
The detail section will show the payment and billing type for each location. Watch a video (1m01s)
To add more information to the report by adding the detail section, click to select the checkbox in the Print column. When you print the report, it will include the Detail section.
Include plots with a balance
A balance occurs when payment is owed on an account. Set up the report to include plots with a balance.
Include plots with a zero balance
An account with a zero balance is an account that does not have a positive or negative balance. Set up the report to include plots that have a zero balance.
Include plots with a credit balance
A credit balance occurs when an account is overpaid. Set up the report to include plots with an overpayment.
Billing types
Select the billing types to include on the report. To select all billing types, click to select the checkbox in the header row. To select a billing type, click to select the checkbox that's next to it.
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