How to Create a Report Showing All Unpaid Invoices

Staying aware of unpaid invoices can help keep your finances in check. Pulling a report showing all unpaid invoices gives you the chance to stay proactive and avoid overdue issues. Here's how:

1) Navigate to Custom Reports

Note: If you want to learn more about Custom Reporting, check out this tutorial!

1. Go to the Reports module
2. Choose the Custom Reports tab

2) Edit and Run the Report

1. Ensure the Record type is set to Invoice
2. Choose Status as the Condition
3. Choose Has Selected for the Condition modifier
4. Choose Sent
5. Click Run report

3) Evaluate the Results

After clicking Run report, you'll get a list of all invoices that have been sent and not paid. In this example, we see three unpaid invoices.

Note: If you want to include any additional columns, you can do so by editing the columns. Learn more about that here.

Have more questions? Feel free to reach out to us at support@seniorplace.io!