Fresh Project allows you to analyse and report on Overdue Invoices by project and client, assisting in managing the finances of the project.
This report can be easily accessed as follows:
- Start by going to Insight in the main menu and opening Overdue Invoices under the Fees & Invoicing section.
- From the Setting Cog > Choose to see All or Unpaid Only invoices > Set the Age Calculated From as either Last Month or Now > Load
- Based on the previous selections, the report will load.
- In the first two columns, you will see the finalised Invoice and the Project it is linked to.
- The Status column will indicate whether the invoice is Paid or Overdue. Please note that Paid invoices will only be visible if the All option is selected under Show Invoices.
- The next column will state the respective invoiced Amount.
- The rest of the columns will indicate the number of days that have passed since the invoice was finalised and issued to the client. The invoice amount will appear under the relevant column based on this.
- The respective totals will be shown at the bottom of the screen.
- The information shown here can be downloaded in a spreadsheet as a report by clicking on the downward-facing arrow in the top right corner of the screen.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!