Receivables

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Outstanding Invoices

This screen gives you the flexibility to view paid and unpaid invoices, filter by past due invoices, and view and manage invoices in any status.

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Number: The unique invoice number.

Type: The type of invoice.

  • Recurr: A recurring invoice generated from a contract.
  • Ad Hoc: An invoice that you created and that is not based on a contract.

ClientID: The unique id of the customer.

Subtotal: The subtotal of the invoice.

Tax: Taxes applied to the invoice.

Total: Total of the invoice.

Balance: The unpaid balance of the invoice.

Distribution: The method with which it sent the invoice to the client and the date it was sent.

Status: The status of the invoice.

  • Draft: The invoice is a draft and has not yet been finalized.
  • Approved: The invoice has been approved but has not yet been sent to the client.
  • Approved and Distributed: The invoice has been approved and has been sent to the client.

Approve: This column will be empty if the invoice has been approved. If the invoice has not been approved, a green button to approve will appear in this column.

Invoice Date: The date the invoice was generated.

Due Date: The date by which the client must pay based on the invoice date and the customer’s terms.

Aging: The number of days that have elapsed without payment.

Aging: The aging category or range into which the unpaid invoice falls.

View Button: View the invoice.

Pay Button: Apply a payment to the invoice.

Edit Button: Edit the invoice.

Red X Button: Remove the invoice.

Note: Removing an invoice does not remove or close a contract. An invoice can always be re-generated for the period.

You can filter the information in this screen by the following criteria:

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  • Date range
  • Approval status
  • Payment status
  • Other criteria

 

Payments

This screen contains information about payments you have entered against invoices.

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Date: The date the payment was entered.

Invoice: The invoice number against which the payment was made.

Client: The name of the client.

Amount: The amount of the payment.

Note: If it is a credit, the amount will show in parenthesis to indicate a negative amount.

Method: The method of payment used for the payment.

Memo: The text of the invoice memo, if any.

Added By: The name of the user who entered the payment.

Note: You can filter payments by date range.

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