Who owes you money
Every unpaid invoice by customer, oldest first, and who to ring first.
Step by step
- Open Receivables.
- Delivered but never invoiced lists loads that are done but not yet billed, with how many days they have waited. Nobody has asked for that money yet.
- Ageing groups your open invoices by how late they are. The With your factor column shows what a factoring company is collecting.
- Who to ring lists customers, oldest debt first.
- Every open invoice shows each invoice with its Due date and Collected by: You or Your factor.
- To look at another day, change As at and press Show.
Open an invoice from Invoices to see its Card payment link, if online payments are set up for your company. You can send that link to the customer.
Set up first
Payment terms on Company.
Worth knowing
- Record a payment when it arrives, so the list stays true.
- Receivables: every unpaid invoice by customer, oldest first.
- Ageing shows how late the money is, and Who to ring lists the customers to chase first.