Use Case: How Many Invoices Are Still Open

You can use the Transactions by Contact Report to find out how many of a batch of invoices are still open.

1. Click Reports in the left navigation panel and select Transactions by Contact Report OR go to the Billing module Overview tab and select Transactions by Contact Report in the right hand pane.

   

• Apply the following filters:
  • Sale Date Range: apply the range you wish to report upon (default is the current month).
  • Transaction Type: Invoice
• Add the following Field to Display:
  • Paid/Satisfied Date
• Make any additional adjustment to other filters and/or Fields to Display as preferred.

Click Run Report in the upper right corner. When the results are displayed, you can click the Paid/Satisfied Date column header to sort the paid invoices to the top (or bottom) of the report. Any invoice without a Paid/Satisfied Date is still open.