Different reports witing Forecast.Live

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 better view and target difficult and overdue payers.

The report also shows when a customer was last notified of overdue invoices (via our Send All or Send Select Reminders pages) and to which email that notification was sent, in order to improve customer relations and provide security in the event of disputes. 

As with all of our data grids this one can be filtered and sorted according to your needs using the Filter Funnel and clicking on the column headers respectively.

You can also export the data grid to Excel or PDF for external view and manipulation.

Need more info?

Send us a support ticket to Support@Plus.Live



    • Related Articles

    • 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 ...

    • 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 ...

    • 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 ...

    • Custom Report Formats - An Overview

      The Custom Report Format builder is where a user can set up Reports for the Monthly Forecasts.  A Report is a hierarchy of ordered Categories, which can contain other categories and so on, and can also contain General Ledger accounts. Each of the ...

    • Custom Report Formats - GL Accounts

      When the report has all of the Categories you require, you're ready to start binding in the General Ledger (GL) Accounts. To do this, check the GL's you'd like to bind to a Category, click the Category in the middle pane, and then click "Add". The ...