View invoicing overview and statistics
The Invoicing tab shows an overview of all instalment notes, outstanding amounts and expected invoices for a provided financing. This gives you an at-a-glance view of the invoice status and the outstanding balance.
Where to find this
- Open a provided financing from the list;
- Click the Invoicing tab.
Statistics
At the top four key figures are displayed: Outstanding (the total amount of all sent but not yet fully paid notes), Outstanding balance (the remaining portion of the principal that has not yet been repaid), the next expected invoice with its due date, and Collected (the total of all paid notes).
Sent invoices
Under the Sent invoices tab you will find all generated instalment notes. For each note you can see the invoice number, type, period, due date, amount, open amount and status. Via the action menu on a note you can view, send or mark it as paid.
Upcoming invoices
Under the Upcoming invoices tab you will find the future instalments that have not yet been generated. Each row shows the period, due date and expected amount. This is a projection based on the amortisation schedule.