The Receivables report provides an overview of unpaid client invoices, categorized by time frames. From the report, you can view a breakdown of the balance owed by each outstanding client and add a payment for the invoices in question.
Usage Guide
To view your Receivables report:
- From the top menu, select Reports
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On the left hand side, select Receivables
The Receivables report displays all unpaid balances at once, eliminating the need for a date filter. This ensures you see all outstanding receivables at a glance, regardless of when an invoice was created.
Paying Outstanding Balances
Clicking on a client’s total owed allows you to address multiple invoices directly from the report.
To add a payment:
- Enter the payment amount for any invoice(s)
- Under “How is the client paying,” select the payment method used
- Choose the date of the payment
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Click Pay
Note: You can view the full invoice by clicking on the invoice number highlighted in blue.
Exporting Instructions
You can export your report into a PDF by:
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From the Receivables report page, click the Download PDF button at the top right
- If directed to a preview, select the download icon to save the file locally
To export as a CSV:
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From the Receivables report page, click the Download CSV button at the top right
- The file will automatically be saved to your computer