I am referring to the system's "Forecast by Customer" report.
We use this report for billing purposes. At the beginning of each month, we process the billing for the upcoming month based on this report. As I understand it, the report generates all billing requirements based on the payment schedule that was entered in the sales report.
At the beginning of the month, the customer name appears with their associated sales orders that are due for payment that month. Subsequently, a tax invoice is issued to the customer.Generally, after the invoice is issued, the sales order disappears and what remains is the actual invoice that was generated.