Invoice Payments Report

Regardless of how payments are recorded (online payment, with or without creating an opportunity), information about potential and actual invoice payments is displayed in the report. To see the report, go to the Reports section:

And find in the Finance section the Invoices item.

The report generates in the context of the organization and manager the following data:

  • The amounts of expected payments on current (not overdue due) invoices.
  • The amounts of overdue payments up to 15, 30 or more days.
  • The amounts of expected and received payments in each month.

You can also see a detailed list of issued and paid invoices each month. Under the graph you can see the amounts, clicking on which you can open the detailed list.