Viewing the creditor invoice overview
The creditor invoice overview shows all posted purchase invoices grouped by creditor, with the amount, paid and outstanding portion and net costs per invoice.
Where to find this
Go to Reports;
- Open the Creditor invoice overview report.
Creditor cards
Each creditor is displayed as a collapsible card. The header shows the creditor's name, address, VAT number, IBAN, payment term, phone number and email address. If the creditor is a linked contact, the name is a clickable link to the contact page.
Invoice table per creditor
Below the header is a table with the columns Invoice no., Date, Amount, Paid, Open and Costs. Amount is the invoice total including VAT, Paid is the sum of registered payments, Open is the difference and Costs is the net amount excluding VAT. The footer row shows the number of invoices and the totals for each column for that creditor.
Searching
Use the search field above the cards to filter by creditor name, email address or VAT number. Results update immediately as you type.
Pagination
Below the creditor cards is a pagination bar. Here you can see how many creditors there are, which range you are viewing and set the number of rows per page. Use the Previous and Next buttons to browse through the pages.
Information dialog
Next to the page title is an information button. Click it to open a dialog explaining which invoices are included, how the amounts are calculated and how collapsing and expanding works.