Invoices are categorized based on how long they have been outstanding:
- Below 30 Days – Invoices raised within the last 30 days
- 30 to 60 Days – Invoices pending between 30 and 60 days
- 60 to 90 Days – Invoices pending between 60 and 90 days
- Above 90 Days – Invoices pending for more than 90 days
All invoices from all sites will be shown under the respective aging categories.
Follow-Up Section
Each invoice entry includes:
- Next Follow-Up Date – The planned date for the next payment follow-up
- Comments – Notes or remarks related to the follow-up status
At the top of the dashboard, the following overall metrics are displayed:
- Total Sites – Number of sites with pending invoices
- Total Invoices – Total number of invoices listed in the report
- Total Amount – Cumulative value of all outstanding invoices
Export:
You can Print the report in the following formats:
- Aging-Wise Grouped Report
- Displays invoices grouped by aging periods (e.g., Below 30 days, 30–60 days, etc.).
- Monthly Detail Report
- Shows invoice summaries broken down by each month.
- Invoice Detail Report
- Provides a complete list of individual invoice details, including follow-up dates and comments.
You can download the report in your preferred format:
- Download Aging-Wise Grouped Report (PDF/Excel)
- Download with Monthly Details
- Download Full Invoice Details