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Generating overview of invoices to be processed per debtor

Menu path

Invoice ➔ Statistics ➔ Debtor

Introduction

You can generate a statistical overview of invoices to be processed per debtor. This overview is generated in Microsoft Excel and all unprocessed invoices per debtor are displayed by quantities and amounts in the form of tables and graphs for further analysis.

Fields

You can filter the overview of invoices to be processed that you want to generate. To search for the invoices that you want to display in the overview, you can define one or more of the following criteria and click Start. The overview of the invoices that match the defined search criteria is then generated. A list of options will be displayed if you click at Invoice debtor and Classification. From the list, select an option and click Select.

Range section

Invoice debtor, to

Type or select an ID or name of the debtor or a range of IDs or names of the debtors who received the invoices. By default, the All check box is selected to generate an overview of invoices to be processed of all debtors.

Classification, to

Type or select a classification or a range of classifications of the debtors who received the invoices. By default, the All check box is selected to generate an overview of invoices to be processed of debtors of all classifications.

Debtor status

Select one of the following to generate the overview of invoices to be processed based on the corresponding debtor status:

All
Active
Blocked
Inactive
Reference
Not validated
Pilot
Passive

Invoice type

Select one of the following to generate the overview of invoices to be processed based on the corresponding invoice type:

All
Sales invoice
Credit note
Commission invoice
Direct invoice

Buttons

Start

Click this to generate the overview which comprises five Microsoft Excel spreadsheets. The following are types of the spreadsheets that you will see in the overview:

Graph (Amounts)
Table (Amounts)
Graph (Quantities)
Table (Quantities)
Data

Close

Click this to exit.