Summary Outstanding
The Payment History in the Reports submenu of Faspay Billing 2.0 is a feature for summary reports that show the outstanding balance from a number of transactions or debts that have not been settled. Here are the steps:
Summary Outstanding Sub Menu
After successfully logging in, select the "Faspay Billing New" menu -> "Reports" -> select the "Summary Outstanding" card menu.
The Summary Outstanding Report page will appear. There are 2 category options when viewing data in the summary outstanding report.
As Of: Shows all outstanding invoice balances from the beginning until the specified "as of" date.
Customer
Notes: The "As Of" field must not be empty.
| No | Field Name | Description |
|---|---|---|
1 | No | Number of the displayed report data. |
2 | Customer | Customer name. |
3 | Number of invoice | The number of current outstanding invoice per customer |
4 | Total Invoice | The total amount of bills to be paid |
5 | Total Paid | The total amount of bills that have been paid |
6 | Total Outstanding | The total amount of debt owed by the customer |
Filter By As Of
If you want to view the details of all reports up to the "As Of" date:
Select the date in the "As Of" field.
Choose the "As Of" date.
Once done, click the "Show" button.
This will display the report data based on the selected "As Of" date.
Filter By Customer
If you want to view the details of the summary outstanding report based on the customer name:
Select the date in the "As Of" field. Choose the "As Of" date.
Select the customer name in the "Customer" field.
Once done, click the "Show" button.
This will display the report based on the customer's name.
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