Overdue Invoices

To track Invoice due dates in SingleOps and identify overdue invoices, the Invoices Report can be used. With a few filtering adjustments and Columns added, a Saved Report can be created to track Invoices which are Overdue. To do this:

1. Navigate to the Invoices Report (under Reports in Sales and Payments)

2. Select the following Filters: 

  • Visit Stages: Completed and Approved (so that only work which is Completed is billed)
  • Open (so that only unpaid Invoices are included)
  • Any other desired filter such as Operation

3. Ensure the Invoice Date column is selected. Other columns may be selected as needed, such as Invoice Total, Balance, etc.

 

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4. Save the Report as Overdue Invoices Report so that it can be referred back to when necessary. This will be saved in Reports within a section called "Saved Reports"

A Saved Report Based on the Invoices Report:

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Tips for Overdue Invoice Tracking

  • The Date Range is not retained when created a Saved Report
  • Click on the Invoice Date header to sort the Invoices by oldest to newest. Clicking again will sort in the opposite order.
  • There is not a true "A/R with Aging" Report in SingleOps at this time. If a 30,60,90+ day Overdue Invoice report is needed, using a bookkeeping software such as Quickbooks is recommended.

 

 

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