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Reports and monitoring invoice payments

The Issued Invoices menu of the Billing Module collects all the company's invoices, line by line, detailing the invoice items:

  • No. - Customer - Project - Case
  • Type of invoice - state or status
  • Description of items
  • Due date - Invoicing Date
  • Expected settlement date - date of actual settlement
  • Amount: expenses - production - VAT - ex-VAT & VAT inc. - remaining

Reminder: The Issued Invoices menu contains no invoice proposal but only the Invoices.

Status of invoices

The "Invoices" menu now contains only invoices at status:

  • Invoice saved
  • Invoice sent
  • Invoice paid

At this stage the passage of invoices from one status to another is manual:

  • At Billing level: On displaying the invoice a button enables you to "move to the next status" or "return to the previous status" 
  • Or on the "Invoices" menu page using the general button Actions > "move to next status" or "return to the previous status" , available above the invoice table, after selecting the invoice (s) in question. The advantage of going through this general button is to be able to perform an action in mass by multiple invoice selection.

Monitoring payments

Management of payment dates

Once an invoice has been saved it is then possible to monitor payments. On each invoice 2 properties are dedicated to monitoring:

  • Date of expected payment
  • Actual payment date.

This information, coupled with the status Invoice sent &  Invoice paid, enable efficient management of payments.

Identification of outstanding invoices

The search parameters or filters in the "Invoices" menu use properties of invoices concerning payments: dates and status to identify outstanding invoices.

By filtering the search Fitnet automatically checks invoice status where payment is still pending.

Several criteria are available:

  • Customer (optional): If no customer is selected, then this criterion is ignored.
  • Invoice Status
  • Billing Date: Start / End search criteria
  • Expected payment date: Start / End search criteria
  • Actual payment date: Start / End search criteria

The advantage is then to continue the action by sending e-mail/mail-type reminders: by selecting outstanding invoices then using the button Actions > Send.