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View Payments Owed Report
OverviewThis report allows you to view or print a list of clients that owe you money for invoices that were made within a specific time frame. The table displays the client's name and the total amount they owe you. You can change the specific time frame you are looking at with the date fields on the top right of the window. The specified time frame will include or exclude invoices based on the creation date. Total Amount Owed Column DetailsThe table shows the invoices with payments outstanding based on the invoice creation date. If an invoice is displayed in the table it is showing the total amount owed regardless of when the payments are due. For example, if there are payments due in an invoice that are spread out over the next 3 years the total amount owed column will show all of those payments regardless of the specified time frame. How to View the Payments Owed Report- Click on the Point of Sale component
- Click the Reports tab
- Click the Payments Owed Table button
How to Export the Payments Owed Report To A PDF or CSV File- Click on the Point of Sale component
- Click the Reports tab
- Click the Payments Owed Table button
- Click the Export Options menu option
- Click either the Export Invoices to CSV or Export Invoices to PDF menu option item
How to Export the Client Details and the Total Amount They Owe to a CSV file- Click on the Point of Sale component
- Click the Reports tab
- Click the Payments Owed Table button
- Click the Export Options menu option
- Click the Export Amount Owed to CSV menu option item
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