Outstanding invoice report
Access a list of your outstanding invoices and see which need to be paid using our report feature
Harriet
Last Update 2 years ago
When orders are imported by SD Connect, we raise an invoice for the products and shipping. This report shows which invoices are awaiting payment.
If you have no unpaid orders, or if you have set filters that hide the currently outstanding invoices, you will see the following screen:
Once there is relevant data to display, or you clear the filter, you will have access to the full report which will be presented as shown below:
Filtering reports
You can filter the information shown in the report to make sure it fits your needs. To do this:
- Enter the customer's details (contact name, email and postcode )in the search box or select a time period. This selection criteria will be used to filter the results.
- Click ‘apply’ to generate the report.
The data fields are as follows:
| Field | Description |
|---|---|
| Document No. | Unique reference number |
| Generated On | Date the invoice was raised |
| Total | Total value of the invoice |
| Partial Payment | Value (if any) of payments made against the invoice |
| Pending | Amount remaining to be paid to clear invoice |
Exporting your reports
Using the export option, you can download filtered reports from any of the categories above for future use. SD Connect gives you the option of three file formats:
- CSV file
- Acrobat PDF file
- Excel XLS file
- To return to the main page, click on the custom reports link in the top left of the screen.