ChangeRequest, through its central hub for all financial information, allows you to easily monitor your cash flow and follow up on unpaid invoices. By monitoring all paid and unpaid invoices, you will be able to automate a credit-and-collection policy, release a monthly statement of accounts which may include outstanding or unpaid invoices, as well as recent payments received.
To check all invoices, do the following:
For paid invoices
- Go to Billing > Paid Invoices. After doing this, a page will appear showing you the complete list of paid invoices including billing information such as the invoice number, the project billed to the date it was sent, the invoice due date, the total invoice amount, total amount paid as well as the total amount due.
For unpaid invoices
- Go to Billing > Unpaid Invoices. After doing this, a page will appear showing you the complete list of unpaid invoices including information such as the invoice number, the project it was billed to, the invoice sender, the date it was sent, due date, total amount of the invoice, amount paid, total amount due as well as the status of the invoice.
Note: Invoices listed under Unpaid Invoices can be edited. To edit an invoice, click on a corresponding edit link. An invoice with a Sent status will be sent again once you edit it, otherwise it will be saved only as a Draft.
