Outstanding Invoice Report

Modified on Thu, 26 Oct, 2023 at 11:58 AM

Access a list of your outstanding invoices and see which need to be paid using our report feature.

When orders are imported by SD Connect, we raise an invoice for the products and shipping. This report shows which invoices are awaiting payment.

If you have no unpaid orders, or if you have set filters that hide the currently outstanding invoices, you will see the following screen:

Once there is relevant data to display, or you clear the filter, you will have access to the full report.

Filtering reports

You can filter the information shown in the report to make sure it fits your needs. To do this:

Enter the customer's details (contact name, email and postcode )in the search box or select a time period. This selection criteria will be used to filter the results.
Click ‘apply’ to generate the report.
The data fields are as follows:

Field	Description
Document No.	Unique reference number
Generated On	Date the invoice was raised
Total	Total value of the invoice
Partial Payment	Value (if any) of payments made against the invoice
Pending	Amount remaining to be paid to clear invoice

Exporting your reports

Using the export option, you can download filtered reports from any of the categories above for future use. SD Connect gives you the option of three file formats:

CSV file
Acrobat PDF file
Excel XLS file

To return to the main page, click on the custom reports link in the top left of the screen.