Skip to main content

Review Sale Ageing Invoices

How to Review Sale Ageing Invoices in Muhasib ERP

Overview

This guide will help you identify outstanding sales invoices by age and prioritize collection or checking.

You get an invoice-level ageing list for collection and control.

Who can do this

You need access to Sale Ageing Invoices plus customer/sale/payment visibility.

Before you start

Choose company, as-of date, customer/group, payment terms, bucket definitions, unallocated credits/receipts, and collection policy.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Sales & Customers → Sale Ageing Invoices.

Review Sale Ageing Invoices

Step 1: Set company and exact as-of date

Step 2: Select customer/group and status filters

Step 3: Generate the report

Step 4: Review invoice date, due date, outstanding amount, days/bucket, receipts, credits,

Review invoice date, due date, outstanding amount, days/bucket, receipts, credits, and disputes.

Step 5: Drill to invoice and allocations

Step 6: Prioritize valid overdue balances

Check your work

Outstanding invoice totals and buckets compare and confirm to customer ledger/ageing under the same cutoff and terms.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

  • Confirm due dates and allocation status.
  • Do not collect balances covered by unallocated receipts/credits without checking.

What to do next

Back to top