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Outstanding Invoice By Site and By Customer Reports

These reports are designed to give you a quick overview of the Outstanding Charges which are building within the databases on Vision Invoicing. The values shown here are the un-invoiced amounts and when you run the invoices these amounts should return to zero and begin building again. There are however occasions when the value does not reach zero (e.g. if you invoice up to an older date, or you have a customer building invoice records where you do not have the customer set up to invoice).

 By site

Depending on the volume of records it can take several minutes to calculate all the figures

You would need to enter a valid email address to generate the email report.

 By Customer
  • Tick the type of Invoice and select the date criteria against each one and click the Generate button to create a .CSV format file based on the options you chose above.

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