To ensure all invoices are sent and followed up on, Kolleno offers a simple filter to help you identify any invoices that haven't been communicated. This feature makes it easy to find and address any missed invoices.
Step-by-Step Guide to Finding Invoices Not Yet Sent Out
Access the Invoices Section:
Navigate to the Invoices page.
Open the Filter Options:
On the Invoices page, locate the filter options at the top of the page.
Click on the filter dropdown to reveal the available filtering criteria.
Use the "Inv. date of last company communication" filter:
Look for the filter option labeled "Inv. date of last company communication."
This filter allows you to find invoices based on the last time your company communicated with the customer regarding that particular invoice.
Filter for Invoices Not Yet Communicated:
To find invoices that have never been communicated, select the condition "Is empty" under the "Inv. date of last company communication" filter.
This action will filter your invoices list to show only those that have no recorded communication history.
It is best to pair this filter with the filters that imply that an invoice should have been sent out, for example:
Review and Take Action:
The filtered list will now display all invoices that have never been sent out or communicated with.
You can review these invoices and take the necessary steps to initiate communication, ensuring no invoice is left unattended.
You can also create a workflow to target invoices that have not received communication.