There are two ways to find the outstanding and/or overdue invoices in Akti. You can find them written out below.
1. In the list of invoices.
When you open the list of invoices in the Invoicing module, you immediately get an overview of the total amount of overdue and outstanding invoices. To see the details of these invoices, you can filter the list of invoices below based on these statuses.
You can sort the list by clicking on the column headings. For example, you can sort by payment balance to quickly find the largest outstanding or overdue invoices.
2. In the list of reminders.
In the Invoicing module, you will find an overview of the reminders. To do this, click on the "Reminders" tab in the Sales Invoices submenu. Here you will find a list of all overdue invoices, grouped by account.
By clicking on the arrow at the beginning of the line, you can see the details of the overdue amount.
By clicking on at the end of the line, you can perform the following actions:
- Send an email reminder.
- Create a PDF reminder.
- Manually edit the sent date of the last reminder.