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Upcoming Receivables Report
Upcoming Receivables Report
Jeff Haynes avatar
Written by Jeff Haynes
Updated over a week ago

Upcoming Receivables displays a report of accounts with a balance due 0-30 days, 30-60 days, 60-90, and 90+ days from the date of the report. 

You can access your Upcoming Receivables report by navigating to the Bookkeeping tab, and selecting "Reports" in the top right:

Tip: Create a PDF of the report by, Use the Print Function to create a PDF. in OSX and Windows, a "Print to PDF" option is available.

*Please note: Invoices must be sent in order to appear on the report; You can mark an invoice sent, without sending to the client, by selecting the dropdown menu on the top right of the screen. 

* This feature may not be available on all plan types.

Keyword Search: Upcoming Receivables Report, Accounts Receivable, 

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