Outstanding Invoices Report

Overview

The Invoicing > Outstanding report lists invoices that have been sent but have not yet been fully paid. Invoices that are outside the payment terms (ie overdue) will appear in red.

You can also generate the Outstanding Statements report to view any outstanding invoices (partially paid or awaiting payment) sorted by Customer.

Once payment has been completed on an outstanding invoice, the invoice will no longer display in the Outstanding Invoices report, and will move to the Paid Invoices report. 

Sent Invoices Report

If your portal isn't set up to receive payments, the  Outstanding and Paid Invoices reports won't appear for you. Any invoices that have been sent from the Invoicing > Drafts report will be added to the Invoicing > Sent report, a historical list of all 'sent' invoices. 

Resend an Invoice

If you need to resend an invoice, there are two methods:

• Go to Invoicing > Outstanding >select the invoice > With selected… > Resend Invoices > Go.
• View the individual Sent or Partial paid invoice and click the ‘Resend’ button in the top right of the screen.

Export a PDF of an Invoice

Once an invoice has been sent, it will be moved to either the Invoicing > Outstanding report or the Invoicing > Sent report, depending on how your portal is configured.

If you need to generate a PDF copy of invoices that are sent via post, you can access them from these reports.

Each report will allow you to export individual PDFs for each invoice or a single PDF file. You can filter the reports by 'Invoice Send Method' to search for the invoices that you need to PDF.