Manage Sales Invoices
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Manage Sales Invoices
Manager helps you monitor sales invoice status with a convenient Status column in the Sales Invoices tab listing:
Status is defined as one of four, color-coded categories:
- Overpaid (gray)
- Due in X days (yellow)
- Y days overdue (red)
- Paid in full (green)
No user action is ever required (or possible) to designate status. It is determined automatically, depending on the following criteria:
- Issue date of the sales invoice
- Due date
- Current balance due
Status controls the default display order of sales invoices according to the following priorities. Within each priority, invoices are listed in reverse date order (newest first):
- Overpaid. These invoices are the result of accounting errors by you or your customer and require correction.
- Unpaid. Includes both coming due and overdue invoices. Partially paid invoices are regarded as unpaid. (See, for example, sales invoice #4 in the illustration above.)
- Paid in full.