{"id":27243,"date":"2019-08-10T16:05:27","date_gmt":"2019-08-10T15:05:27","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=27243"},"modified":"2019-09-16T08:03:28","modified_gmt":"2019-09-16T07:03:28","slug":"outstanding-invoices-report","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/outstanding-invoices-report\/","title":{"rendered":"Outstanding invoices report"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Outstanding Invoices report<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>With Okappy, you can raise invoices to your customers as soon as the job is complete. \u00a0All 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. \u00a0You can also manually update the invoice as paid. \u00a0To view all outstanding invoices, you can generate a report for outstanding invoices raised over a period of time using the outstanding invoices report.<\/p>\n<p>To generate a report of outstanding invoices, follow the steps below.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Generate your outstanding invoices report<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>To generate a report of outstanding invoices<\/p>\n<ul>\n<li>Click <strong>Reports<\/strong> in the menu bar<\/li>\n<li>Click <strong>Invoices<\/strong> and then <strong>Outstanding invoices<\/strong><\/li>\n<li>Select the date range<\/li>\n<li>Select which date to choose. This could be either\n<ul>\n<li>When the invoice was added<\/li>\n<li>The tax date of the invoice<\/li>\n<\/ul>\n<li>Select the customer or choose all customers<\/li>\n<li>Click <strong>Generate report<\/strong><\/li>\n<\/ul>\n<div id=\"attachment_27833\" style=\"width: 1034px\" class=\"wp-caption alignnone\"><img aria-describedby=\"caption-attachment-27833\" title=\"Generate invoices outstanding report v2\"  src=\"https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2-1024x614.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2-1024x614.png\" alt=\"Generate invoices outstanding report v2\" width=\"1024\" height=\"614\" class=\"lazyload size-large wp-image-27833\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27614%27%20viewBox%3D%270%200%201024%20614%27%3E%3Crect%20width%3D%271024%27%20height%3D%27614%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2-200x120.png 200w, https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2-300x180.png 300w, https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2-400x240.png 400w, https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2-600x360.png 600w, https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2-768x460.png 768w, https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2-800x479.png 800w, https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2-1024x614.png 1024w, https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2-1200x719.png 1200w, https:\/\/okappyimages.okappy.com\/Generate-invoices-outstanding-report-v2.png 1330w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27833\" class=\"wp-caption-text\">Generate invoices outstanding report v2<\/p><\/div>\n<p>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.<\/p>\n<div id=\"attachment_27247\" style=\"width: 1034px\" class=\"wp-caption alignleft\"><img aria-describedby=\"caption-attachment-27247\" class=\"lazyload size-large wp-image-27247\" title=\"Reports view outstanding invoices\" src=\"https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-1024x648.png\" alt=\"Reports view outstanding invoices\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Reports-view-outstanding-invoices.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27247\" class=\"wp-caption-text\">Reports view outstanding invoices<\/p><\/div>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-2 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Export your outstanding invoices report<\/h1><\/div><div class=\"fusion-text fusion-text-3\"><p>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 <a href=\"https:\/\/www.okappy.com\/creating-dashboards-with-okappy-and-google-sheets\/\" target=\"_blank\" rel=\"noopener noreferrer\">beautiful dashboards<\/a> which show your key metrics as they change over time.<\/p>\n<p><div id=\"attachment_27246\" style=\"width: 1034px\" class=\"wp-caption alignleft\"><img aria-describedby=\"caption-attachment-27246\" class=\"lazyload size-large wp-image-27246\" title=\"Export outstanding invoices to Google Sheets\" src=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-1024x648.png\" alt=\"Export outstanding invoices to Google Sheets\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Google-Sheets-outstanding-invoices.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27246\" class=\"wp-caption-text\">Export outstanding invoices to Google Sheets<\/p><\/div><div id=\"attachment_27245\" style=\"width: 1034px\" class=\"wp-caption alignleft\"><img aria-describedby=\"caption-attachment-27245\" class=\"lazyload size-large wp-image-27245\" title=\"Export outstanding invoices to Excel\" src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-1024x648.png\" alt=\"Export outstanding invoices to Excel\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices-1200x760.png 1200w, https:\/\/okappyimages.okappy.com\/Excel-outstanding-invoices.png 1371w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27245\" class=\"wp-caption-text\">Export outstanding invoices to Excel<\/p><\/div><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Share your report<\/h1><\/div><div class=\"fusion-text fusion-text-4\"><p>You can share your report by email to colleagues or your customer by clicking the email icon ( <img class=\"lazyload size-full wp-image-27153\" title=\"Email report\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2716%27%20height%3D%2713%27%20viewBox%3D%270%200%2016%2013%27%3E%3Crect%20width%3D%2716%27%20height%3D%2713%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailTransparent1.png\" alt=\"Email report\" width=\"16\" height=\"13\" \/> ) at the top of the report.<\/p>\n<p><img class=\"lazyload size-large wp-image-27152\" title=\"Email Report\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Email-Report-1024x648.png\" alt=\"Email Report\" width=\"1024\" height=\"648\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-4 { overflow:visible; }<\/style><\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Further information<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>For further information about the reports you can generate from within Okappy, check the <a href=\"https:\/\/www.okappy.com\/support\/reports\/\">reports section<\/a> of our support site. \u00a0Alternatively, check out the questions and answers in our <a href=\"https:\/\/www.okappy.com\/forum\/\">forum<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-5 { overflow:visible; }<\/style><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>See how to generate a report for outstanding invoices raised over a period of time using the outstanding invoices report<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[319],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ 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