Receivables Search List Screen

Updated on 05 Jul 2023
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The Receivables Search List screen allows you to view the current receivables aging and to select properties for which to print or email statements. It behaves like other search lists. It is available from the Receivables option in the Invoice icon of the Aspire Navigation Bar.

Unlike most other search lists, the Receivables Search List screen allows you to add display field icons that perform functions for the selected receivable line item when clicked. These icons are described in the following table:

Menu Option	Description
Add Payment Icon	Clicking the Add Payment icon brings up the Payment screen filling in information relevant to the receivable and allowing you to complete the creation of the payment. Click on the kebab menu to the right of a line item to Add Payment.
New Email Icon	Clicking the New Email icon provides quick access to send an email regarding the receivable. Clicking this icon displays the Email screen. Click on the kebab menu to the right of a line item to Send Email.

Actions Menu

The Actions menu on the Receivables Search List screen provides the following options:

Menu Option	Description
Print Statement…	This option allows you to print the statements for the selected properties. When you choose this option, Aspire displays the Report Settings screen that allows you to specify parameters for printing the statements.
Email Statement…	This option allows you to email the invoice as a PDF attachment. When you choose this option, Aspire displays the Bulk Email Invoice Statement screen that allows you to select the email parameters and report layout.

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What's Next

Report Settings Screen

Table of contents

Receivables Tab