Tracking the status of your unpaid sales invoices (SI) has never been easier with our Desk mobile app! You can view which customer has outstanding payments to be paid to you on the go.
It is also essential to keep track of your customers’ payment status as you will be required to complete the sales process promptly. Hence, your SI records must get updated as and when customer payments are captured so that your financial reports are accurate and up to date!
On the Desk Mobile dashboard, select Invoice icon under the Business Modules section to access the Sales Invoice module.
Fig. 1 Desk Mobile Dashboard
You will be able to view the status of all your sales invoice records. Under Invoice Records section, you can see the Unpaid status, along with the total unpaid amount of all your sales invoices. It mainly refers to all outstanding payments that your customers are required to pay.
Tap on Unpaid under Invoice Records.
Fig. 2 Unpaid Invoice
You will be able to view all unpaid sales invoice records, along with the outstanding amount per sales invoice and when are the payments due in blue.
Fig. 3 Sales Invoice Record Fig. 4 Due date (in blue) and the outstanding amount
Tap on a sales invoice record to Receive Payment.