- EBMS Knowledge Base
- Sales
- Invoices
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
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- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Invoice and Sales Order Aging
EBMS contains a number of sales invoice aging reports based on the terms of the invoice. Accounts receivable aging reports can be based on a past date in order to list invoice aging for a date in the past. The evaluation of the accounts receivable is based on the terms and the invoice date. Aging reports can be based on customer, accounts receivable general ledger account, or sales person.
The terms of an invoice are copied from the default terms within the customer. Review Customers > Setting Customer Defaults for steps to configure common default terms or review Customers > Changing Customer Information to change the default terms for a specific customer.
The terms of an invoice dictate the aging of a sales invoice. Review Payment Methods and Terms for more details on invoice term options.
Invoice Aging Report
A report is used within EBMS to report invoice aging. Complete the following steps to generate the accounts receivable aging report:
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Launch the invoice aging report by selecting Reports > Sales > Invoices/Sales Orders > Accounts Receivable Aging from the main EBMS File > Reports menu.
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Select All Customers or a Range of customers. Launch this report from the customer's print button to print the aging report for a single customer. Review [Main] Reports > Print Buttons and Menus for instructions to add a report to a print button.
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Select All A/R Accounts or a Range of general ledger accounts classified as Accounts Receivable. Review [Financials] Chart of Accounts > Account Classification for instructions on classifying AR accounts.
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Enter the A/R Aging Date: Set the aging date in the past to generate a report for the end of a period.
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Set the Aging Based on option of Invoice Date unless the aging report needs to be calculated from the Due Date.
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Set the Show option as Invoice Aging.
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The Aging Column Increments defaults to 30 days. Change this value to create a longer or shorter aging period increments.
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Enable the Show Overdue Invoices Only to limit the report to only invoices that are past due.
Sales Order Aging Report
The following report is a sales order aging report based on the entry date. Launch the sales order aging report by selecting Reports > Sales > Invoices/Sales Orders > Sales Orders Aging by Entry Date from the main EBMS File > Reports menu.
The entry date within an order defaults to the day the sales order was created. This date can be edited by selecting View > Advanced Options > Options from the sales order menu.
