💡 Here you can view the complete invoicing history per customer and supplier.
Which invoices have already been sent to a customer/supplier, which customers still have outstanding invoices, to which customers reminders or dunning letters have been sent, and when...?
⇢ Go to Invoicing - Payment history.
💡 In the overview, you can see per company what the outstanding amount is and which part of it is overdue.
By clicking on the name of a company, you can request the full history for that company.
You will immediately see if this company still has an outstanding amount and what portion has already exceeded the due date.
By using the filters, you can:
search for a specific invoice;
generate an overview of invoices with an outstanding amount;
generate an overview of invoices that have exceeded the due date.
💡 Via the green send icon on an invoice line, you can view the communication history, including when the invoice and any reminders/dunning letters were sent.
💡 Via the green payment icon on an invoice line, you can view the payment history.
At the top right, you can download a report of all invoicing data for that company via the green download icon.
By clicking the green payment icon at the top right of the overview, you can send reminders/last reminders in bulk to customers with one or more overdue invoices.
💡 More information about sending reminders/dunning letters can be found in this 👉 guide.