Use the Invoice Page in SingleOps to track invoice due dates and identify overdue invoices. With a few filter adjustments and added columns, the Invoice Page can make overdue invoices easier to find and review.
In this article:
Overdue Invoices
Navigate to:
Invoices
Select the following Filters:
Visit Stages: Completed and Approved (so that only work which is Completed is billed)
Unpaid (so that only unpaid Invoices are included)
Any other desired filter such as Operation
Ensure the Invoice Date column is selected (Columns > Invoice Date). Other columns may be selected as needed, such as Invoice Total, Balance, etc.
Tips for Overdue Invoice Tracking
Click on the Invoice Date header to sort the Invoices by oldest to newest. Clicking again will sort in the opposite order.
There is not a true "A/R with Aging" Report in SingleOps at this time. If a 30,60,90+ day Overdue Invoice report is needed, using a bookkeeping software such as QuickBooks is recommended.