The Pending Invoice Report provides an overview of outstanding invoices for the entries, detailing customer information, total amounts, payments made, and balances dues. It includes due dates, service dates, technician names, and reconciliation statuses. The report also offers export options (Excel/PDF) and tools for creating new invoices, enabling streamlined tracking and management of unpaid balances.
Benefits of the Report:
Efficient Payment Tracking: Tracks pending invoices, highlighting amounts due and payments made, enabling businesses to manage cash flow effectively.
Customer Follow-Up: Provides customer and service details, aiding in communication and follow-ups for outstanding payments.
Improved Financial Planning: Consolidates overdue payments, helping prioritize collections and reduce payment delays.
Transparency and Accountability: Displays invoice history and reconciliation status, ensuring accurate financial records.
Streamlined Operations: Offers direct access to create new invoices or export data for analysis and reporting.
Here is a reference video:
Steps to check the Pending Invoice report
Click on Reports from left menu
Select All reports
Click on Pending Invoice Report tab
Yellow highlighted means reconciled report
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