Unpaid invoice report

Question asked by Dave Gibbs 4 years ago

Hi all,

Is there a report that can be generated in clearbooks that can be PDF'd to show clients only the due portion of unpaid invoices? Also this would be really helpful if it can also show the reference the invoices where given?

I have recently run a report of for a particular client and it shows all invoices unpaid and they are all jumbled up and don't seem to be in any order by invoice number, due date, project?

Please help.

Thanks in advance

2 Replies

Hi Dave,

Unfortunately, we do not have such a report at the moment - the best workaround would be to copy the data from the screen on the Sales>Invoices>Unpaid menu and paste special into a spreadsheet (then convert to PDF if needed). Have you considered inviting the client in as a user so that they can view this menu at any time they like?

Just to simplify I would like to be able to send clients a report that shows on their due unpaid invoices preferably in order of due date, and ideally also showing the reference we have given the invoice.

Hi Dave,

Unfortunately, we do not have such a report at the moment - the best workaround would be to copy the data from the screen on the Sales>Invoices>Unpaid menu and paste special into a spreadsheet (then convert to PDF if needed). Have you considered inviting the client in as a user so that they can view this menu at any time they like?

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