Payments and Invoices

Payments and Invoices reports will give you detailed information on the payments from your customers and the invoices status:


To access these reports, go to menu 'Intelligence':


And click on the report you are interested in:


Payments: List of the payments from your customers.



Overdue Invoices: List of all invoices with an open balance that are past their due date (includes 'Unpaid', 'Partially Paid' and 'Sent to QuickBooks' invoices).



Unpaid Invoices: List of all invoices with an open balance (includes 'Unpaid', 'Partially Paid' and 'Sent to QuickBooks' invoices).

Note to QuickBooks users: Only payments created from erplain can update these reports. If you add payments from QuickBooks, we recommend that you track payments and invoices from QuickBooks only.

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