Report: Pending Payments

See the charges given to your Clients in a specified period.

  Go to Reports > Clients > Pending Payments:

This report provides statistics on pending and overdue payments.

A window similar to the following will open:

   Filters:

To filter the information in this report, use the filters located above the date:

• By Group: By executive, sales force group, line, origin, country or region.
• Period: Determine the period you want the report to show.
• Team: By sales force Team (System >Catalog >Sales force team).
• Executive: By sales force members (System>Catalog>Sales force members).
• Currency: Shows you the type of currencies you have registered in the system (System > Catalogs > Currencies).
• New Parameter: You can create the filter that you need.

   Graph:

• The filtered information will be displayed in the graph.
• If you place the cursor over one of the bars, it shows you the name of the executive and the amount due.
• You can select or deselect the information by clicking on the corresponding colored box so that only the name of the selected executive is displayed on the graph.
• It allows you to enter the detail of the amounts, where you can see which payments are due or will soon be due. 
• You can choose between two graphical displays: Stacked column or area map.

    Export:

• The detail can be exported in CSV, JSON, or MailChimp as just the data on the screen or all of it.