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
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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.