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Unpaid

The unpaid invoice search form

  • can be found in Treasury > Portfolio Bills > Bills > Unpaid (Insoluti)

  • allows the user to search for previously issued unpaid invoices in order to view, modify, and possibly delete them.

From this form, it is also possible to manually enter a new unpaid invoice using the New button.

Ribbon Bar Buttons​

  • Search: Button to search for unpaid invoices according to the search filters set in the header of the form.
  • New: Calls the form to enter a new unpaid invoice.
  • Edit: Allows editing of a previously entered unpaid invoice.
  • View: Allows viewing of a previously entered unpaid invoice.
  • Delete: Deletes a previously entered unpaid invoice.
  • Creation of multiple unpaid: Executes the command to create more than one unpaid invoice simultaneously.

Executing Reports (Preview or Print Report) launches, regarding the unpaid invoices selected with the mouse (holding Ctrl allows the selection of multiple unpaid invoices simultaneously), the corresponding print available in the prints menu of the module.

  • Unpaid: Highlights of unpaid Bills with their respective references and amounts, increased by any interests and fees.
  • Reminder Letter: Letter addressed to the debtor that highlights the unpaid Bills and urges payment.

Search Filters​

  • Types of Bills: Filters based on the type of Bill that was entered in the unpaid invoice during creation, such as Bank Receipt, Bill of Exchange, etc.
  • Debtor: Filter related to the Debtor field present within the Bill.
  • From / To / Unpaid Date / Expiry Date / Issue Date / Number: Related to the corresponding fields present within the unpaid invoice, particularly concerning the creation date of the unpaid invoice, the due date of the installment that reopens with the unpaid invoice, the issue date of the Bill that went unpaid, and the number of the unpaid Bill.
  • Unpaid Status: Filter related to the Unpaid Status present within the unpaid invoice, which is automatically modified depending on the procedures that have been carried out. For example, it starts as Unpaid, then becomes Collected, or a debit note is issued, etc.
  • Filter Flag: By default, All is active, but it can be changed by selecting various search conditions that, if activated simultaneously, will broaden the search base, such as printed + accounted + NOT printed..... There is also an additional expandable section to filter unpaid invoices coming from Bills generated by installments or invoices with respective references of date/number. This helps the search as the two procedures for creating the Bill are alternative to each other.

Results Grid​

This form presents the same fields present in the filters detailed above.

It also displays

  • the amount of the unpaid Bill and Bank Expenses present in the header of the unpaid invoice that is recharged to the customer and accounted for.
  • the Date and Number related to the Import Unpaid.
  • the Invoice number that generated the Bill that went unpaid.
  • the Presentation Bank of the unpaid Bill.