• “By invoice due dates” – This filter allows you to print invoices having or not having a due date in the specified range of dues dates. An invoice due date is assigned on the A/R Invoice “Detail View.” For example, if you want to print all invoices that have a due date in a certain month, use this filter. In the range of due dates, enter the first day of the month as the first date and the last day of the month as the second date. Choose the “having” button so that the filter reads, “Filter: Invoices having due dates from <date1> thru <date2>.
  • “By batch(es)” – This filter allows you to print invoices that are in or not in a specified batch on the A/R Invoice “Detail View.” For example, if you want to print only invoices that are in the membership dues batch, choose this filter. Choose the “Membership Dues” batch, and choose the “in” toggle button so that the filter reads, “Filter: Invoices in any of the chosen batches.”
  • “By having an amount due” – This filter allows you to print invoices having or not having an amount due.
  • “By invoice billing method(s)” – This filter allows you to print invoices for members having or not having the chosen billing method(s) entered in the “Billing Method” text box in the Member “Detail View”: “Bill Info” page. For example, to print only invoices for members that have “Send invoice” as the billing method in this text box, choose the “Send invoice” billing method, and choose the “having” command button so that the filter reads “Filter: Invoices having any of the specified billing methods.” Or, if you wanted to print all invoices except those with a “bank draft” billing method, choose this filter. Choose the “bank draft” billing method, and choose the “not having” button, so that the filter reads, “Filter: Invoices not having any of the specified billing methods.”
  • “By invoice date in billing anniversary month” – This filter allows you to print invoices having or not having the invoice date in selected billing anniversary month entered in the “Billing Annv Month:” text box in the Member “Detail View”: “Bill Info” page.
  • “By invoice having an e-mail address” – This filter allows you to print invoices having or not having an e-mail address assigned.
  • “By invoice having a fax number” – This filter allows you to print invoices having or not having a fax number assigned.
  • “By status(es)” -This filter allows you to print invoices for members having or not having any of the chosen status(es) found on the Member “Detail View”: “Basic Info 1” page.
  • “By joined date(s)” – This filter allows you to print invoices for members having or not having joined dates (found on the Member “Detail View”: “Basic Info 2 page) in the specified date range.
  • “By dropped date(s)” – This filter allows you to print invoices for members having dropped dates (found on the Member “Detail View”: “Basic Info 2” page) in the specified date range.
  • “By sponsor(s)” – This filter allows you to print invoices for members having or not having selected sponsor(s) entered in the “Sponsor:” text box in the Member “Detail View”: “Basic Info 2” page.
  • “By salesperson(s)” – This filter allows you to print invoices for members having or not having the selected salesperson(s) entered in the “Salesperson:” text box in the Member “Detail View”: “Bill Info” page.
  • “By billing anniversary month(s)” – This filter allows you to print invoices for members having or not having the billing anniversary month specified in the Member “Detail View”: “Bill Info” page.
  • “By billing frequency(s)” – This filter allows you to print invoices for members having or not having the chosen billing frequency.
  • “By “Send Statement” – This filter allows you to print invoices for members having or not having “Send Statement” item checked in the Member “Detail View”: “Bill Info” page.
  • “By applied payment dates” – This filter allows you to print invoices having or not having applied payments within a specified range of dates. Find applied items on the A/R Invoice “Detail View”: “Applied Items” page.
  • “By applied write-off date(s)” – This filter allows you to print invoices having or not having applied write-off dates in the specified date range entered. Find information about write-offs on the A/R Credit Memo “Detail View.”
  • “By invoice name and address” – This filter allows you to print invoices having or not having the same name & address as that of the billing rep indicated on the A/R Invoice “Detail View”: “Name & Address” pages.
  • “By aged open status”- This filter allows you to print invoices that were open as of a specified date.