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.

Customers

Which customers owe a balance according to Pandle

Customer Group

The name of any groups you have assigned the customer to. Learn more about customer grouping.

Balance

The amount owed by the customer

Within terms

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.

Unallocated Overpayments

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.

Related articles

Customers

Invoicing

Automatic payment reminders

Setting up Pandle Pay

Write off an invoice to bad debt

Issuing credit notes to your customers

Reports

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