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  #1  
Old 12-08-2012, 04:27 PM
jbell36 jbell36 is offline
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How to keep track of unpaid invoices

how do you guys keep track of unpaid invoices?
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  #2  
Old 12-08-2012, 08:12 PM
Roger Roger is offline
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One or two clicks in QuickBooks to see list of Pending Invoices, and the date they were due.

What are you using for financial management software. I would think any software that is managing your finances, including invoices, should be able to produce a similar report.
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  #3  
Old 12-08-2012, 09:25 PM
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JTAYLORLAWN JTAYLORLAWN is offline
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Gopher

I use gopher software! It works great for me so far
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  #4  
Old 12-08-2012, 10:02 PM
jbell36 jbell36 is offline
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i use gopher as well...am getting very familiar with it, but for some reason i am probably making this more complicated than it needs to be...do you guys usually print off the unpaid invoices after a month? or do you print off statements? i ask because if you "generate" your current invoices those will technically be unpaid invoices...so if you set the date back 1 month, you will get the invoices before you generated, but any money that has come in, say a partial payment towards an overdue invoice, will not be credited...i think it's the same with statements...i don't know, if i'm wrong let me know, i've messed with it long enough to think myself ******ed, or mentally challenged since they will block that word out...any advice would be helpful, even if you use a different program. thanks
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Old 12-08-2012, 10:12 PM
jbell36 jbell36 is offline
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i think i may have figured it out...if you go to statements and hit last month, that's every overdue balance up to when you generated your most current invoices, and it DOES have credits in there for any partial payments...

is this how others do it who don't use gopher? like quickbooks?
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  #6  
Old 12-08-2012, 11:03 PM
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grandview (2006) grandview (2006) is offline
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I look at the ones not flipped over.
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  #7  
Old 12-08-2012, 11:22 PM
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inzane inzane is online now
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i've been using gopher as well, great for the price for just starting out. still trying to learn how to use it. not to bad though.
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  #8  
Old 12-09-2012, 12:10 AM
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cpllawncare cpllawncare is offline
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It's easy with quickbooks I do my end of day everyday and whenever somebody pays I enter the "payment" and it updates their balance it keeps a running total.
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  #9  
Old 12-09-2012, 09:58 AM
Darryl G Darryl G is offline
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I have QB Pro and I can just go to reports, customers & receivables and A/R aging summary for a quick look at who owes what and for how long.
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  #10  
Old 12-09-2012, 10:02 AM
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Exact Rototilling Exact Rototilling is offline
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