How to keep track of unpaid invoices

Discussion in 'Business Operations' started by jbell36, Dec 8, 2012.

  1. jbell36

    jbell36 LawnSite Bronze Member
    from KANSAS
    Posts: 1,267

    how do you guys keep track of unpaid invoices?
     
  2. Roger

    Roger LawnSite Fanatic
    Posts: 5,917

    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.
     
  3. JTAYLORLAWN

    JTAYLORLAWN LawnSite Member
    Posts: 49

    I use gopher software! It works great for me so far
     
  4. jbell36

    jbell36 LawnSite Bronze Member
    from KANSAS
    Posts: 1,267

    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
     
  5. jbell36

    jbell36 LawnSite Bronze Member
    from KANSAS
    Posts: 1,267

    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?
     
  6. grandview (2006)

    grandview (2006) LawnSite Gold Member
    Posts: 3,466

    I look at the ones not flipped over.
     
  7. inzane

    inzane LawnSite Silver Member
    Posts: 2,361

    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.
     
  8. cpllawncare

    cpllawncare LawnSite Silver Member
    Posts: 2,659

    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.
     
  9. Darryl G

    Darryl G LawnSite Fanatic
    Posts: 8,033

    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.
     
  10. Exact Rototilling

    Exact Rototilling LawnSite Fanatic
    Posts: 5,355

    Posted via Mobile Device
     

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