Accounts receivable report from your invoice list
Any invoicing tool can export a list of invoices with their invoice date and the date they were paid. Superlytix reads a blank paid date as "not paid yet", so it can tell you who owes you money, how long each customer takes to pay and how invoicing compares with last year.
Free to try · Pay only when you download your report · No card needed
Invoiced by month, vs last year
Unpaid amount by Customer
Unpaid amount by Sales Rep
Days to pay by Customer
What the report shows
- Invoiced, unpaid amount, average days to pay and number of invoices
- Invoiced by month against the same month last year
- Unpaid amount by customer and by sales rep
- Average days to pay by customer
How to export it from your tool
- Export your invoices from your invoicing or accounting tool as CSV or a spreadsheet.
- Make sure the file has the invoice date, the amount and the date each invoice was paid.
- Leave the paid date empty for unpaid invoices: that's how most tools export them.
- Upload it to Superlytix; it suggests a payment status and days to pay on its own.
Columns in a typical export
You don't need to rename or remove anything. Superlytix works out what each column is, and you can correct it.
Invoice NoCustomerInvoice DateTermsDue DateAmountPaid DateSales RepEvery number explained
Each number in your report comes with its definition and a worked example from your own data.
| Unpaid amount | Amount where Paid Date is blank |
| Invoiced | Amount |
| Days to pay | Average days from Invoice Date to Paid Date |
| Invoices | Number of Sales rows |
Questions
How are days to pay worked out?
Paid date minus invoice date, averaged over paid invoices. Unpaid invoices are left out of the average and counted in the unpaid amount instead.
Can I build the report on the due date instead?
Yes. Your file has several dates; choose which one the report is built on, and every chart follows.
Which tools does this work with?
Any that can export a list of invoices: QuickBooks, Xero, FreshBooks, Zoho Invoice, Wave and others.
Try it with your own export
About 10 minutes from file to report. Free until you download.