Invoice Performance Dashboard

Invoice performance which is used to request payment from the committed party, also it allows the party to determine the payment status, such as whether it was made on time or not.

How to verify the invoice performance with Tally?

• Go to Gateway of Tally –> Display More Reports –> Account Books –> Sales Register

• Go to Gateway of Tally –> Voucher –> Receipt

How to check whether the receipt is paid or unpaid or partially paid?

• Go to Gateway of Tally –> Display More Reports –> Account books –> Ledger –> Select the ledger

Paid

Unpaid

Partially paid

How to check whether the amount is paid On-time, Late and Overdue?

• Go to Gateway of Tally –> Display More Reports –> Account books –> Receipt Register

Growth Metrics

Growth cards indicates important highlight inside the invoice performance.

• Total Invoices – indicates total number of invoices, which is derived by adding the number of paid and unpaid invoices.
• On-time Paid – indicates the number of invoices paid before, or on the date listed within the terms of the invoice.
• Late Paid – indicates the number of invoices paid after the date listed within terms of invoice.
• Not due – indicates payments received are usually due within 30days.
• Overdue – indicates the customer has yet to pay and is past the invoice due date.

Customer

Customer table, which enables the parties to determine the payment information on party-by-party basis.

Invoice wise

It enables the parties to determine the payment information based on their Invoice number wise and also track the status for your invoice, whether it was paid or unpaid or partially paid.

• Paid – Payment received from customer.
• Partially Paid – If it was paid as partial, then it shows balances amount that need to pay.
• Overdue – Customer has yet to pay and is past the invoice due date.

Filter Options

Using these filter Options, Invoice data can be filtered easily. The options available in this filters are following:

Sales Voucher Filter

• Using this filter you can track the invoice performance by sales voucher.

Month Filter

• The invoice data is filtered by all months according to the needs of the customer.

Range Filter

• All Years
• Current Financial Year
• Current Quarter
• This Month
• Previous Financial Year
• Previous Quarter
• Previous Month