Billing Reports

Billing Forecast Reports

The Billing Forecast report displays a single projected total field. It does not separate the forecast into projected subtotal and projected tax fields.

The forecast can be broken down by product or pricing component. Invoices are summed per customer and month.

AR Health

The report uses overdue aging buckets:

• 1-30 days
• 31-60 days
• 61-90 days
• 91+ days

The aging buckets include overdue invoices only. The report includes payment status and due dates. It does not include a contact-information field for billing follow-up.

Customers and Contracts

The report does not include outstanding balance or payment history fields.

Email Exception Report