Outstanding by Bill (Receivables)
The statement of bills your customers still owe, party by party, with every unpaid bill listed, how old it is and a running total for the party. It is the report to take out when collecting, and shows what Receipt by Bill settles.
Generating the report
Set the filters and click Generate. It can take a moment on a big database; Abort stops it.
| Filter | Use |
|---|---|
| Party, Group, Category, Sub Grp, City | Limit to one party or one kind of party. Group starts ticked at the debtors group. |
| Name Cd | Part of the name, address, mobile or party code. * is a wildcard. |
Bill Date (and S to pick a standard range) | Bills of a period. |
| Sr | One bill series. |
| MR | Bills of one medical representative. |
| All / Cash / Credit | Cash or credit bills. |
| Dues list | All, Non-Zero (the default: bills not yet settled), +ve Balance (the party owes), -ve Balance (we owe the party). |
| Order | By party name, city or collection group. |
| Db | The current year or an earlier year (the series and MR filters apply to the current year only). |
Reading the report
For each party, its bills are listed oldest first with the bill number, date, Days outstanding, any discount, Bill Amt, Recd Amt, Due Amt and a Running balance that restarts for each party. Returns, credit notes and debit notes appear as bills too. The last line gives the total due.
- Show Mobile No and Show Bill Name add the party's mobile number and the name written on the bill (useful for cash-memo parties).
- Double-click a bill to open it; double-click the party name to open the account.
- Make SMS (appears when you select rows) prepares one reminder per mobile number listing the selected bills with their days, amounts and dues, and queues it with your SMS messages. You get a count of messages created.
- Print prints or previews the report, or exports it in the usual formats.
Related reports in the same menu: Outstanding (Multi Year), Outstanding (Selected), Outstanding and Sales Summary, Outstanding Ageing Summary, Outstanding By Mfr and Compare Outs vs Ledger Summary.
See Video - Summary of Outstanding By Bill