+2
Under review

List vendor payables that haven't been invoiced yet

NadiaAnag 5 years ago in Home Portal updated 5 years ago 3

In Invoicing > Vendor Payables we can only see vendor payables, for which an invoice has been submitted. So this is essentially the same as "Vendor Invoices". How can we see Vendor Payables that haven't been invoiced yet, but are due to be invoiced soon?

Answer

+1
PINNED
Answer
Under review

The two subtabs Client Receivables & Vendor Payables are not what they sound like. 

Neither invoices as such, nor the project-related Receivables / Payables, they rather show 'amounts due' for the respective financials, which result from invoicing. 


Study this example.

Most of the time, your invoices are due as entire items. But sometimes, you need to split payments or expect an invoice to be paid in halves at different times. That's when you see more than one Client Receivable for a single invoice. See below. I applied split payment on this example invoice 2019/15, therefore I expect to receive two amounts with different due dates. 

Inside the invoice, I chose 50/50 payment terms. Notice Desription field with two dates and the details. 

And this is how it's set up.


@NadiaAnag

To answer your question: it would be best if you used Projects > Jobs overview. It's where you can see all jobs, filter by their status, invoicing status, as well as their expected invoicing date. 

+1

I wondered about that myself many times, but never submitted it on this forum. Very interested in the answer to this.

+1
PINNED
Answer
Under review

The two subtabs Client Receivables & Vendor Payables are not what they sound like. 

Neither invoices as such, nor the project-related Receivables / Payables, they rather show 'amounts due' for the respective financials, which result from invoicing. 


Study this example.

Most of the time, your invoices are due as entire items. But sometimes, you need to split payments or expect an invoice to be paid in halves at different times. That's when you see more than one Client Receivable for a single invoice. See below. I applied split payment on this example invoice 2019/15, therefore I expect to receive two amounts with different due dates. 

Inside the invoice, I chose 50/50 payment terms. Notice Desription field with two dates and the details. 

And this is how it's set up.


@NadiaAnag

To answer your question: it would be best if you used Projects > Jobs overview. It's where you can see all jobs, filter by their status, invoicing status, as well as their expected invoicing date. 

Hi Maciej, 

Tank you very much for the reply. This is very helpful. 

How can we do the same for projects that have been completed, but not invoiced to the client yet?