Outstanding Group

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 Vision Invoicing system. The values shown here are made up of transactions which have not been invoiced. 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.

To obtain a copy of the information enter your email address and press the send button.

Explanation of the terms

Term	Explanation
Storage - Pro Rata	This is data picked up during the week for stocks which have arrived during the current week which will be added to the invoice for the current week.
Storage - Regular	This is the data collated on the regular pick up of storage data, so if your charge period is weekly we pick this up on a Saturday, this is the regular pick up.
Daily/Weekly/Monthly/Period	These are the customer invoice periods, so it is based on when you generate the invoice for the customer. e.g. They have a charge period of “WEEKLY” but an invoice period of “MONTHLY” so you raise the invoice each month. You should only expect to see figures other than 0.00 in columns where you know you are invoicing, if you invoice your customers once a month then MONTHLY or on a 4/4/5 basis then PERIOD.
Quarterly / Annual	This is the same as above but for customers who are invoiced each quarter or annually for storage charges.

By Customer

Suggest you only select one at a time especially when you have a large number of customers, to run the report simply tick the type of Invoice and select the date criteria against the reports you wish to view.

Click the Generate button to create a .CSV format file based on the options you chose above.