Track outstanding balances and projected revenue with Invoice reports that provide clear visibility into receivable aging and future collection forecasts.

Overview

The Invoices Reports tab helps you monitor accounts receivable through detailed aging and forecasting reports. These reports show how long balances have been outstanding and provide estimates of future collections based on billing plans. Use this information to manage cash flow, prioritize collections, and support financial planning.

Receivable Aging

In your Receivable Aging report, you will find a table with the following information:

• Customer – The customer associated with the outstanding receivables.
• 0–30 Days – The total outstanding receivable amount aged between 0 and 30 days.
• 31–60 Days – The total outstanding receivable amount aged between 31 and 60 days.
• 61–90 Days – The total outstanding receivable amount aged between 61 and 90 days.
• 90+ Days – The total outstanding receivable amount aged over 90 days.
• Total – The total outstanding receivable amount across all aging periods.

Receivable Forecast

In your Receivable Forecast report, you will find a table with the following information:

• Customer – The customer associated with the receivable forecast.
• Plan – The billing or payment plan used to estimate future receivables.
• Start Date – The date the receivable forecast period begins.
• Estimated Receivables – The projected monetary amount expected to be collected.
• Estimated Occurrences – The projected number of billing or payment occurrences.
• Actual Collected – The monetary amount actually collected to date.
• Actual Occurrences – The number of billing or payment occurrences that have occurred.