Description: The Activity Summary by Charge Status report shows a total of all charges, payments and adjustments based on charge from date and payment/adjustment received date, or charge entered date and payment/adjustment entered date. Additionally, the total charges and debits within the specified date ranges can be further restricted by status. This report is best used as a way to see a new total of outgoing charges and incoming payments/adjustments within a given time frame.
Limitations: Does not include deleted charges, payments, or adjustments. Does not include incomplete charges or debits. Does not include information regarding account credits.
Important Note: All charge totals shown and all payment/adjustment totals shown are not necessarily related to one another. That is, payments and adjustments may be included in the totals that are not related with charges included in the report's totals. This is done as a way to show the net charge in A/R for the given time frame. Also note that the charge status filter only applies to the charge and debit totals displayed on the report. All other totals are unaffected by the filter.