Fresh Projects

00:00: This help guide will assist you in examining overdue invoices and their reports.

00:06: Fresh Projects allows you to analyse and report on overdue Invoices by project and

00:10: client, assisting in managing the finances of your projects.

00:16: Start by selecting "Insight" in the main menu.

00:20: Scroll down till you see the "Overdue Invoices" option,

00:23: under the "Fees and Invoicing" section.

00:27: Then,

00:28: select the settings cog in the top right corner to configure what you would like to

00:32: see next in the dashboard.

00:35: You can choose to see "All" invoices or "Unpaid Only" Invoices.

00:40: You can then choose to see the invoices from "Last month" or "Now".

00:45: You are also able to choose whether the "Team" or "Sector" should be displayed in the

00:49: loaded information or not.

00:53: Once you have configured your selections,

00:55: click on the "Load" button.

00:57: The dashboard will then populate the specified invoicing report information.

01:03: In the first two columns,

01:05: you will see the finalised Invoice and the Project linked to it.

01:10: The Status column will indicate whether the invoice is Paid or Overdue.

01:16: Please note that Paid invoices will only be visible if the "All" option was selected

01:20: under the "Show Invoices" section in the configuration settings menu.

01:25: The next column will state the respective invoiced Amount.

01:30: The rest of the columns will indicate the number of days that have passed since the

01:34: invoice was finalised and issued to the client.

01:39: The invoice amount will appear under the relevant column based on the elapsed timeframe.

01:43: frame.

01:45: The respective totals will be shown at the bottom of the screen.

01:50: Lastly, the information shown here can be downloaded in a spreadsheet as a report by

01:54: clicking on the