Invoices report not accurate
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Kathy Luker
Under Billing, Invoices,the "Outstanding" category only summarizes the current outstanding invoices, it doesn't include the overdue invoice amounts. However, when I click the "Outstanding" tab, the detail of the Outstanding invoices does include the overdue invoices. Can this be corrected to include the overdue invoices in the Outstanding Total amount?
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K
Kathy Luker
Hi Amanda, I'm fine using the AR Aging report, however, if you provide this information elsewhere, it should still be accurate. As Andrea commented, It's nice to see the Outstanding and Overdue Invoices amount and even though not all outstanding invoices are overdue, all overdue invoices are outstanding.
Amanda Aparicio
Andrea Smith and Kathy Luker, could you kindly explain your use case? If you're looking for the total amount that's still due to be paid, we recommend using the Accounts Receivable Aging report. Is there another reason to see this information on the Invoices page?
Also curious about the following: should we NOT separate out
Outstanding
vs. Overdue
dollar amounts at the top of the Invoices page? As in, should we combine these two cards to show 'Unpaid'?A
Andrea Smith
Amanda Aparicio Thank you. I believe we should still separate out the overdue invoices as it would be nice to see which are truly past due. However, past due amounts are also technically outstanding and should be included in that total to look at an overall picture of unpaid invoices.
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Andrea Smith
Agreed. Also, it would be nice to include a feature where the "invoice view" defaults to outstanding only (once this is corrected to include overdue invoices) instead of viewing all paid and unpaid invoices each time I open.