Invoice Reporting
Written by Sarah Koss
Updated over a week ago

There are 2 Invoicing reports that we have shipped with to help you understand the health of your invoicing business. The aging report, and a reconciliation report. If you navigate to the reports part of Crelate, you will see a new Invoicing tab.

Aging Report: The aging report is a report that shows you your customer's unpaid invoices along with the duration for which they've been outstanding. This report does not align with the billing profile terms that you have set on a customer record, and purely works off of a standard accounting date range.

There are 4 buckets that unpaid invoices can fall under. The longer an invoice goes unpaid, the less likely it will be that it gets paid in full.

Reconciliation Report: The reconciliation report is particularly useful for explaining the difference between two financial records or account balances for a specific amount of time. Customers will use our Reconciliation report alongside their accounting software to ensure the numbers match up each accounting period.

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