Company Outstanding and Pending Payments

Two reports help you follow up money that is due: Company Outstanding (balance by party) and Pending Payment (customers with unpaid bills).

Company Outstanding

Where to find it: Report ▾ → Company Outstanding

1. Choose the dates and, if needed, a customer/vendor, staff or group.
2. Tick Hide company with zero outstanding to see only parties with a balance.
3. Click Search, then print, email, export or download the Company Outstanding Register.

Pending Payment

Where to find it: Report ▾ → Pending Payment (also opened by + Create → Record Payment)

• The list shows each customer with pending bills: phone, number of pending bills, total due and since when dues are pending.
• Click a customer to see their unpaid invoices with amounts and how many days each is due or overdue, and open any invoice.
• Use Search to filter by company, product, product group, dates, staff, item note, remarks, GSTIN or shipping address. Advance Filter can also filter on Total Due and Days Overdue, for example “Days Overdue greater than 30”.
• Summary shows the totals.