Outstanding invoices report2019-09-16T08:03:28+01:00

Outstanding invoices report

Outstanding Invoices report

With Okappy, you can raise invoices to your customers as soon as the job is complete.  All your invoices are available in the invoices dashboard. Your customers can pay your invoices through Okappy. As soon as your invoices is paid it will show as paid within the invoices dashboard.  You can also manually update the invoice as paid.  To view all outstanding invoices, you can generate a report for outstanding invoices raised over a period of time using the outstanding invoices report.

To generate a report of outstanding invoices, follow the steps below.

Generate your outstanding invoices report

To generate a report of outstanding invoices

  • Click Reports in the menu bar
  • Click Invoices and then Outstanding invoices
  • Select the date range
  • Select which date to choose. This could be either
    • When the invoice was added
    • The tax date of the invoice
  • Select the customer or choose all customers
  • Click Generate report
Generate invoices outstanding report v2

Generate invoices outstanding report v2

This will generate a report showing the tax date of the invoice, invoice number, reference, status, customer, net amount and vat amount. You can also view the details of the invoice.

Reports view outstanding invoices

Reports view outstanding invoices

Export your outstanding invoices report

You can export your report to Microsoft Excel or Google Sheets where you can further manipulate the data, create charts and graphs or even generate beautiful dashboards which show your key metrics as they change over time.

Export outstanding invoices to Google Sheets

Export outstanding invoices to Google Sheets

Export outstanding invoices to Excel

Export outstanding invoices to Excel

Share your report

You can share your report by email to colleagues or your customer by clicking the email icon ( Email report ) at the top of the report.

Email Report

Further information

For further information about the reports you can generate from within Okappy, check the reports section of our support site.  Alternatively, check out the questions and answers in our forum.