Report: Invoices by Overdue
The Invoices by Overdue screen shows a summary of your outstanding customer invoices including:
- Customer Group
- Customer Name
- Trading Terms
- Average Days
You can sort by clicking on the Arrow, or Filter by clicking on the Funnel:
In terms of Days Overdue, you can sort here too:
And you can export information to PDF or Excel, by clicking on one of these icons in the Ribbon bar above:
Report: Outstanding Invoices
This report shows a list of invoices that are Outstanding (not just Overdue) grouped by Customers' Groups and then by the Customers themselves. It shows a number of metrics at a per-invoice level, allowing for AR personnel and department heads to ...
Report: Unallocated Invoices
This is a great report /grid to show the Unallocated invoices synced from the Business System to Forecast.Live. Within this report you can view the unallocated invoices and we provide Matches and Possible Matches column headings to help with ...
Overdue Debtors Reminder
The Overdue Debtors screen is intended to inform the Accounts Receivable department or personnel of customers that need pursuing via a schedule email It gives you the option of simplifying their workflow based on the settings we offer. Setup Email - ...
Invoices Reminded Analytic Email
The Invoices Reminded email is designed to give a head-of-department for Accounts Receivable to track the workflow of the department You can use this, for example, to ensure that KPIs are being met and that customers are being notified at a ...
Scenario: Send Reminder to MOST overdue
So you want to remind your most overdue (outstanding) Customers that they need to pay you? Click on Send Select Reminders: Choose Filter: Choose 60 Days + overdue: Choose Select All: The selected invoices now appear in Green. Choose Preview Invoice ...