A critical feature for your business is to track the amounts you owe and are owed to at all times. Elorus is configured in such a way that getting this information is easy, fast and detailed regardless where you are. Through the application, in different places and in different ways, you can retrieve information about the overdue purchase or sales documents.

Through the Invoicing menu(Sales / Purchases)

If you wish to see more detailed results, please visit Invoicing -> Invoices or Purchase invoices.

In the example below, we will demonstrate how you can see results regarding documents issued in the current year, that are overdue and the due date on which they ought to have been paid by customers. The steps are as follows whether we want to see results for sales or purchase documents:

  1. Inside "Period" click "This year". 
  2. From Filters select "Overdue: Yes." 
  3. Inside  "Columns" select the preferred ones, including "Due date".

When creating sales documents

If a certain customer owes money from previous transactions, this information is displayed in the form of a notification upon adding a new document to that contact. If you select the customer from the relevant field, Elorus will display a message similar to the image below that shows the overall balance and not just the overdue amounts:

Detail reports

The reports menu is particularly useful for monitoring overdue documents, with subtotals per contact and the total amount due. In the following example, we will create a table that includes all documents, regardless of the period, that are overdue with results grouped by customer.

The steps are as follows for sales or purchase documents :

From the main menu select "Reports -> All reports -> Sales/Purchase reports ->  Invoices/Purchases detail."

  1. In the "Period" select the desired time frame.
  2. From Filters select "Overdue: Yes."
  3. Inside "Options" select among others "Due to" and in the "Group by" select "Client" (or supplier for purchases).
  4. Click the "Update report" button

The system will create a table similar to that of the image below:


You can also export these reports in Excel or PDF files to share with other, while keeping their filtering. Just click on Export, found at the top-right of the page.



Note: 

You can also keep track of overdue invoices by setting up email/slack reminders!

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