The on-account report summarises all outstanding balances from orders placed on-account across all your stores. You can use this report to:
View outstanding invoices and due date
Mark invoices as full or partially paid
The on-account report shows the number of active invoices, the total amount due on invoices, the total amount due on overdue invoices and a list of on-account sales (oldest first). Tap All stores to filter by a specific store or All status' to filter by a status. All columns within the list are sortable.
The list displays:
Invoice number - Select to view the PDF invoice. If you are using Xero invoices, the invoice generated within Xero will be displayed in a new browser tab. If using Saledock invoices, the invoice will be displayed with the ability to download, email, void or mark the invoice as partially/fully paid
Order number - Select to view the original sales history
Due - The due date will turn red if overdue
Total - Total balance due
Invoice status - Draft, active, paid or void