Group |
Finance |
Description |
Review outstanding client invoices due for payment |
Business Purpose |
Identify which invoices are overdue, and by how long |
Ideal For |
Financial Administrator |
Standard project filters
Other filters as below
Filter Name |
Selection |
Criteria |
Baseline Date |
Latest date for invoices to be included |
Report will only show invoices that are outstanding up to this date |
Field Name |
Description |
Criteria |
Account |
Client name |
Client name is set in Contacts > Clients |
Project |
Project name |
Entered in the Project Summary page |
Invoice no. |
Invoice number |
Unique identifying number defined when creating an invoice |
30 Days |
Invoices outstanding by less than 30 days |
Only invoices with a status of 'Sent' included. If the due date is not set for an invoice, then the invoice date + the payment terms is used
|
60 Days |
Invoices outstanding by 31 - 60 days |
|
90 Days |
Invoices outstanding by 61 - 90 days |
|
90 Days + |
Invoices outstanding by over 90 days |
|
Total |
Total invoice amount for the account |
Sum of all individual invoice totals for particular client |
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