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How can I create a report for Receivables or Revenue due today or between 0-30 Days?

Here is how to use Custom Columns on your Projects List to generate a report on receivables or revenue due between 0-30 days.

Sierra Burton avatar
Written by Sierra Burton
Updated over 3 months ago

This feature is available on all Goodshuffle Pro Plans.

Full Users can use the Projects List to quickly view and create a report on receivables or revenue due today or between 0-30 days.

Follow the steps below to get started:

  1. Add the Custom Columns 'Amount Due' and 'Remaining Balance' to your Projects List View, click 'Update Columns', and then place these columns beside each other for ease of view

    1. 'Amount Due' refers to funds actively due right now on signed projects (this includes Deposits or Net Payments), i.e., these clients owe money today

    2. 'Remaining Balance' refers to what is currently due, including what amount may be due in the future in any project status

    3. Hover your mouse over the top of either Custom Column to view the total

  2. Filter this by 'Contract Signed' and 'Action Needed' to view totals for all contracts with a signature.

Note that this report differs from the 'Due Balance' Report. The Due Balance report displays all payments that are PAST DUE.

Learn more about the difference between 'Amount Due' and 'Remaining Balance'
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