Docketwise Invoice Reporting makes it easy to track and follow up on delinquent or payment plans.
Running the Report
In order to report on delinquent payment plans, you will need to follow the steps below:
From the Docketwise dashboard, click the Create New ▼ button
Select the Report option
Select the Invoice category
Select any of the invoice report types (except Invoice Charges Over Time)
You can click here to learn more about the different Invoice Report types
Display the column for Overdue Balance
You can click here to learn more about customizing columns
Set the following filters:
Payment Plan Status is Active
Late Status is Late
Select the Update button to apply the filters
After completing the steps above, you may refer to the amount in the Overdue Balance column to see by how much the invoice is overdue.