How to find an unpaid invoices?
You can do this in three ways:
1. In Contacts or in Company’s section Incomes. This view shows the list of Incomes made for one Contact or Company (Client). A check mark in the beginning indicates whether the invoice has been paid up or not.
2. Incomes list view. To start search, select search (on the bottom menu), wait until the search window is loaded. Select the field Paid on the bottom menu, press Operator ‘=’, and the press Enter (or – ‘Continue’ on the bottom menu). The application will find all unpaid Incomes (invoices).
3. You will be able to view all unapid invoices in the general finance window after selecting the period and checking ‘Unpaid’. The red invoices are due. You will also see ‘Pay until’, so there will be no difficulties in making a decision to take any actions or not.
Client’s invoices can be seen in Finance, Incomes module. Using search for Mac OS: cmd +F, Win OS: ctrl+F, find the desired Client by entering its full title or its fragment and press Enter or ‘Continue’ on the bottom menu. The application will find all Incomes made for specific Client. The column Subtotal and Total show the Income’s amount, and ‘Balance’ indicates the amount that is still outstanding. If ‘Balance’ is USD 0.00, then it means that Income is fully paid. Partial payments can be seen by going to the selected payment in the section ‘Payments’.
There is an lead to view debts by Incomes in Contact and Company. In this case, you should go to ‘Contact/Company’ > ‘Incomes’ and press the button ‘Reminder’. However, for work with debtors, it is the most convenient to use the main Finance window or list Incomes window together with detailed search Mac OS: cmd+F, Win OS: ctrl+F. In detailed search, you should use operators. Say, to find unpaid invoices, you should go to the field ‘Paid’, check it and press the operator ‘=’. By pressing Enter, all unpaid invoices will be found. In the list view, having sorted by Client, you will be able to see the total outstanding amount for each Client.
How to see the return on incomes?
Return on Incomes can only be calculated by assigning Expenses to Incomes.
If you want calculate the cost of Income, go to ‘Settings’ > ‘Products’ and check FIFO. Then all Items (not Services) will be accounted using the FIFO (First In First Out) method. When FIFO is activated, there is a possibility of calculating the cost of items’ Incomes. The cost of Incomes can be seen by pressing at the Dashboard and Monthly turnover:
Also, the cost of Income can be seen by exporting date to Excel. This can be done by selecting ‘Top menu’ > ‘Files’ > ‘Export’ > ‘Incomes’. When performing export, it is necessary to be in Incomes module. Only Incomes visible in the list will be exported. I.e. you may perform search and thus decrease/increase the number of entries in the list.
