Navigation INVOICING > UNPAID INVOICES > OUTSTANDING INVOICES

 

Use the outstanding invoices report (or credit control report) when you need to;
 

  • List all outstanding debts

  • List debts for a particular service (such as walking)

  • List aged quotations (as a reminder to get back to the client or to invoice them)

  • Re-send payment reminder emails

 

How do I view the Outstanding Invoice Report for Credit Control?

 

  • To view a particular type of debt, (for example all walking debts) select the appropriate payment type from the drop down list.

  • To view all debts leave the payment type at the default setting of "All Payment Types".

  • Choose an analysis date or click "This Month End". The report will list all debts where the due date of the invoice (or Quote) is on or before the analysis date that you select.

The Outstanding Invoices Report explained

 

  • # - Contains the invoice number. Click on the invoice number to access the invoice options screen.

  • Client - your customer's Last Name, First Name. You can click on their name and you will be taken to the Client record. To get back to this report, click "Show Report" or "Show All Dates" again.

  • Ref - the diary ref for this client.

  • Last Sent - Indicates when this invoice (or quote) was last sent to the client. This is useful as it will prevent you from re-sending an invoice too often or not often enough.

  • Due - the invoice due date, ie. the date on which the invoice will be due for payment based on the current setting of payment type.

  • Start - This is the service start date.

  • Ageing - The number in this column represents a number of days. It is calculated as the number of days from the date the report is run until the due date.

    • If the number is positive (eg 10), then this indicates that the invoice is 10 days overdue.

    • If the number is negative (eg -10), then this indicates that there is still 10 days to go before the invoice becomes due.

  • Payment Type - Contains the payment type assciated with the invoice which tells you the basis on which the debt will be collected. Refer to Payment Types for more information.

  • Invoice Total - the total amount of the invoice before any payments were made.

  • Overdue - Is the amount of the invoice that remains outstanding after any part payments have been deducted.

 

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