Outstanding items / invoices

Julia Le Updated by Julia Le

1. Debtors (1:14)

Steps to manage outstanding orders/invoices

If you allow customers to pay on account, you can find these accounts under the heading 'Finances' > 'Invoices'. To select all the invoices in a time period - to send as an attachment to the invoice - you can specify a time period under 'All items'.

Select one of the accounts of the debtor in question and in the 'Reports' menu you can choose a detailed overview that shows all of the debtors orders detailed separately. Or a total overview, that shows all of the debtors orders combined.

In 'Detail overview' you see the orders of the debtor. At the top right you can choose to print this overview or download it as a PDF to send along with the invoice. To clean up the list you can use 'procedures'. To indicate that these open items will be processed externally, click "ok" and the list is cleaned up and you can continue with the next invoice.

Debtors

Steps

Under 'invoices debtors' you will find customers that are part of a debtor or organisation. Here you have the option to click on one of the accounts of the organisation.

By choosing a detailed overview at 'Reports', all the orders of this organisation will be shown and can be sent as an attachment with the invoice.

Here you can see all orders separately and in the upper right corner you can choose to download them. To clean up the list, go to 'Procedures' where you can indicate that these open items will be handled externally. Press 'ok' and the list is cleaned up. You can continue with the next debtor.

🎓 Step-by-Step Instructions

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