Overview

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:

  1. From the Docketwise dashboard, click the Create New ▼ button

  2. Select the Report option

  3. Select the Invoice category

  4. Select any of the invoice report types (except Invoice Charges Over Time)

    1. You can click here to learn more about the different Invoice Report types

  5. Display the column for Overdue Balance

    1. You can click here to learn more about customizing columns

  6. Set the following filters:

    1. Payment Plan Status is Active

    2. Late Status is Late

  7. 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.

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