Receivables

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

Number: The unique invoice number.

Type: The type of invoice.

• Recurr: A recurring invoice generated from a contract.
• Ad Hoc: An invoice you created 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 you used to send the invoice to the client and the date you sent it.

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 sent to the client.

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

Invoice Date: The date the invoice was generated.

Due Date: The date 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:

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