Use the Unpaid Invoices Report to record payments received from non-Stripe methods, such as bank transfer, Venmo, cash or check. If a client pays several invoices in full, you can record many payments at once.
More About Outstanding Invoices
Outstanding Invoices (Accounts Receivable) are easily viewed via the Unpaid Invoices Report where you can view and filter all invoices with a balance due. Use the Unpaid Invoices report to:
- List all outstanding invoices.
- Take Payment from clients with a payment card on file.
- Enter "Payment in Full" Receipts, one at a time or in bulk which are emailed to the client.
- List debts for a particular service type (such as dog walking or daycare).
- Re-send Invoice payment reminder emails.
Tip: You can sort this report by clicking any Column Name in the Header Row, click again to sort it in reverse. When recording Payments, sorting the Clients "by name" is helpful.
Note: When you use the Outstanding Invoices Report (or Accounts Receivable Report) to record Payments, you can only record the payment for the Full Invoice amount, not a partial payment.
How Do I Send Receipts in Bulk to Multiple Clients from the Unpaid Invoices Report?
Navigation: Invoicing > Unpaid Invoices
- Select a date. All debts where the due date of the invoice is on or before the date selected.
- Sort the report by client name by clicking "Client" in the header.
- Select the checkbox in front of all clients you want to record payment in full.
Tip: It is helpful to perform this function in groups, i.e. all check payments together, then all cash payments.
- Click "Mark Paid."
- Enter the date the invoices were paid or the date you want to mark them as paid.
- Click the dropdown to identify the "Payment Type."
- Choose an email template.
- Click "Mark Paid" to email a receipt to each client and record the Full Amount as a Payment on each client account.
The Unpaid Invoices Report Explained:
- #: Invoice number. Click on the invoice number to access the invoice screen. To return to this report, click "Back" button.
- Client: Client's Last Name, First Name. Click client name to access Client Record. To return to this report, click "Back" button.
- Ref: Schedule Ref for this client.
- Start: Service start date for the Invoice.
- Last Sent: Date invoice was last sent to client. Use it to determine when to send it again.
- Due: Invoice due date, based on the Invoice Type for this Invoice.
- Ageing: Number of days until the due date. If the number is positive (10), the invoice is 10 days overdue. If the number is negative (-10), the invoice will be due in 10 days.
- Total: Total amount of the invoice before any payments were made.
- Tips: Amount of Tip added to the invoice using Stripe via the Portal.
- Invoice Type: Invoice Type associated with the invoice which determines the Due Date. Refer to Invoice Types for more information.
- Credit Card Image: If an "S" in a green box appears in this column, the client has a payment method on file. For these clients, you can take payment via this report.
- Overdue: Amount of the invoice that is still due, after any payments have been deducted.
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