Example of finding out if an invoice is paid.

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Bradley M. Kuhn 2017-02-23 14:40:00 -08:00
parent 438e068892
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@ -21,11 +21,11 @@
2012-05-03 Sir Moneybags
;Entity: Sir-Moneybags
;Program: Main Org:Direct Fundraising
;Invoice: accounts/documentation/org/invoices/2012-05-30_moneybags-invoice_as-sent.txt
Accrued:Accounts Receivable:Main Org $100,000.00
Income:Main Org:Donations $-100,000.00
;IncomeType: Donations
;Program: Main Org:Direct Fundraising
2012-07-05 J. Developer
;Entity: Developer-J

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@ -442,6 +442,29 @@ Each `Income:` account must have the following tags:
* A [`Program:`](#program-tag) tag.
Reports For Various Situations
------------------------------
When data is well formed as specified herein, there are various quick reports
that can be used to verify certain conditions or issues with accounting.
Here are a few examples:
### Verifying That An Invoice Is Paid
Assume for this example that the shell variables `entity`, `program`, and
`invoice` are set as follows:
$ entity=Sir-Moneybags; program='Main.*Org:.*Direct'; invoice=2012-05-30
If the invoice was paid, this ledger command will have two lines of output,
and the second line will be a transaction on the payment date. If only one
line appears, it's the receivable accrual and we see the invoice is not paid.
$ ledger -f accounts/books.ledger -V --sort d --limit 'tag("Entity") =~ /'$entity'/ and tag("Program") =~ /'$program'/ and tag("Invoice") =~ /'$invoice'/' reg /Accrued/
Alternatively, the following command will only have output if the invoice is unpaid:
$ ledger -f accounts/books.ledger -V --limit 'tag("Entity") =~ /'$entity'/ and tag("Program") =~ /'$program'/ and tag("Invoice") =~ /'$invoice'/' bal /Accrued/
Analysis of the Data
--------------------