Pandle's Receivables Report shows information about customers who owe money to your business. It includes:
The amount they owe
Whether or not the payment is overdue according to the payment terms on the invoice
How overdue any late payments actually are.
You can use this report for credit control when chasing up overdue payments, or to see how much you can expect to receive from your customers in the near future.
Always make sure that any banking transactions are checked and confirmed first, to reduce the risk of chasing payments from customers who have already paid! The process for this depends on the entry method you use.
Viewing and understanding the Receivables report
Click 'Reports' in the Pandle navigation bar, and select 'All Reports'.
Then on the Reports page under the heading 'Aged Reports', select 'Receivables'.
Change the reporting date
Pandle uses real-time processing, so your report automatically updates each time you enter a transaction in Pandle.
The report date will default to today's date, but you can overwrite this and refresh the information to see what you were owed at a previous date.
Search and sort
Find specific information by writing what you're looking for in the search box.
Sort your report by clicking a column header, and click it again to reverse the sort order.
Export your report data
Click the 'Export to CSV' icon to export your Receivables report into a .CSV file.
Click the 'Export to PDF' icon to export your Receivables report into a PDF.
Select columns for your report
In Pandle you can edit which columns you see on your report, and hide those that you don't need to.
Click the 'Column Select' button, and select or deselect the columns to show or hide them.
Which customers owe a balance according to Pandle
The name of any groups you have assigned the customer to. Learn more about customer grouping.
The amount owed by the customer
The amount your customer owes which is still within the payment terms of the invoice (basically, it isn't overdue)
1 - 30 days overdue
The amount a customer owes which is between 1 and 30 days overdue according to the payment terms of the invoice.
31 - 60 days overdue
The amount a customer owes which is between 31 and 60 days overdue according to the payment terms of the invoice.
61 - 90 days overdue
The amount a customer owes which is between 61 and 90 days overdue according to the payment terms of the invoice.
90+ days overdue
The amount a customer owes which is more than 90 days overdue according to the payment terms of the invoice.
Overpayments made by the customer which have not yet been allocated
View a customer's unpaid invoices
Click the customer name in the 'Customers' column.
The pop-up window will show a list of the unpaid invoices which make up the balance owed by the customer.
The 'Days Overdue' column shows how many days have passed without payment since the due date.
Click 'Contact Details' to view the contact information you have entered into Pandle for this customer.