Homepage | Invoice payments widget - Summary of key outstanding invoices
Unpaid invoices summary or ability to have a customer 'watchlist' on the homepage.
Recent invoice payments is useful, but I care less about the detail of invoices that have already been paid - that money is in my account. I want to know the detail of what remains unpaid so I can follow up with those customers. It would be great to have a watchlist of customers, their total overdue balance, & average payment days, to be able to monitor on the dashboard. This could be enabled via a simple check button in the customer profile, similar to the CoA watchlist. Much more helpful for debt collection purposes.
Ashley Noye
shared this idea
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
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Bill McGavin
commented
Good comments from Steph, Skilltec, Bianca, & Kasia below. all very valid. Bill McG
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Steph Drane
commented
I'm old - whats a widget?
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Skilltec Training
commented
Definitely this!! Also, you can put customers and suppliers into Groups, but you can't see what group they are in from the invoicing screen. I mention this because this it would potentially work with the checkbox that Ashley has mentioned?
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Bianca Lopes
commented
I wish the awaiting payment invoices only included debit amounts.
Having the customers with a credit balance show up on the awaiting payment number is useless. I don't look at this figure as most of our clients prepay their accounts. I
really need to see how many invoices are truly still outstanding. -
Kasia Gazeas
commented
UNPAID invoices - It would be great if there was a column with the unpaid invoice having the ability to see & add notes.