All your Pending Invoices will show up on your Invoices Tile. However, the Pending Invoices Tile will give you a report of sorts on your Pending Invoices with additional information on the screen to quickly assess what action should be taken. It will also give you a total Pending Invoice amount so you can quickly see how much is outstanding.
Go to Operations / Accounting / Pending Invoices
On the Pending Invoices page, there are several pieces of information at a glance.
- Type
- Customer
- Phone
- Bill To Address
- Invoice Number
- Invoice Date
- Total
- Balance Due
On the upper right corner, you can see a total for the Pending Invoices and an Export button to export the Pending Invoices to an Excel spreadsheet.
You can use the Actions button next to each line item to quickly access the Customer Profile, View Invoice, and create a Payment on the Invoice.
Once an Invoice has been paid and completed, it is removed from this Pending Invoices list. REMEMBER! This includes Invoices that get paid online by your Customers through the Customer Statement Online Payments option.