Why Should I Use The Invoice Balance Report?
The purpose of the Invoice Balance Report is to show you each individual invoices and report to you how much revenue was collected and how much remains (balance due), and identify the order status (Open, Quoted, Closed, Cancelled).
What data is The Invoice Balance Report going to return?
Most people will use this report to show where orders are unbalanced after the execution date. This means that after a party has already been executed it should be paid in full with a zero balance, and closed. Some orders are overlooked or orphaned and thus need to be corrected, adjusted, or paid in full and closed.
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Search & Organize By
This allows you to search and sort the results either by Order Date or by Event Date. Note: if you choose Event Date and include Point of Sale or Online Store Orders they will be included by Order Date. -
Order Types
You may select as many order types as you like, with a minimum of one required to run the report. This allows you to filter the report and only display the order types which are interested in viewing a balance for. -
Date Range Select the starting and ending date range for orders you would like to view the balance for. Note: this report is limited to a one year range, or 365 days.
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Include Zero-Balance Orders By default the invoice balance report includes only orders that show a balance to as of the ending search date range. To show all invoices, including those with a balance due of $0.00, check this option.
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Show Only Canceled Orders By default of the invoice balance report shows only non canceled orders with a status of open, closed, quote and pending review. To display canceled orders, check this option.
Payments as of
This column shows a sum of all payments made up to the ending search date range.
Balance as of
This column shows the total outstanding balance as of the ending search date range.
Total payments
This column shows a sum of all payments made to date, from when the report was run.
Current Balance
This column shows the total outstanding balance to date, from when the report was run.
Report Screenshot
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