Open invoices

The Open invoices report lists every invoice that still has an outstanding balance, together with the amount that is still owed. Use it to keep an eye on your receivables, chase overdue customers and reconcile what is still open at a chosen date.

Open the report

Go to Statistics → Open invoices. Before the list appears, Vinosoft loads your currency list. Pick a currency (or leave the picker on All currencies) and click Apply to load the invoices.

What each row shows

Every row is one open invoice. The columns are:

• Number — the invoice number.
• Client name, Street, ZIP and Location — the customer and their address.
• Status date — the date the invoice was issued.
• Due date — when payment is due (blank if the invoice has no due date).
• Currency — the invoice currency.
• Amount without tax and Amount with tax — the amount that is still unpaid, net and gross. These are the outstanding balances, not the original invoice totals, so partial payments are already deducted.
• Invoice state — the current status of the invoice.

Filter the list

Use the filter row at the top, then click Apply to load your selection:

• Date filter — choose how the period is defined:
• • All — every open invoice, regardless of date.
  • Year — limit to a business year you pick.
  • Period — enter a date from and date to range.
  • Date — take a snapshot: show what was still open as of a single chosen date.
• Customer — restrict the list to one customer. The picker is searchable, so you can type to find them.
• Currency — show invoices in one currency, or keep All currencies.

Sort and page

Click a column header to sort. The Number, Client name, Status date and Due date columns sort on the server, so sorting stays correct across every page of results. The grid is paged, and the filters carry across pages.

Export to Excel

Click the export button above the grid to download the current list as an Excel file (named open-invoices). The export honours your active filters, so it contains exactly the invoices you have on screen.

Related: Statistics.