How Can I Track My Receivables in DecoGro?

Accurately tracking your receivables and past due invoices are essential to running a profitable print shop with healthy cash flow. To view your receivables, click on Financials in the left hand menu and navigate to the Receivables tab.

By default, your receivables tab will show all past view invoices. An invoice is considered past due if the Payment Due Date for the order has already passed. To learn more about Payment Terms and Payment Due Dates, Click Here.

At the top of the screen you will see summaries of all receivables based on Payment Due Date. Current means that Payment Due Date has not passed and the payment is not past due. You can click on any of these summary tabs to filter orders based on how long they have been past due.

INSERT GIF OF CHANGING PAST DUE TABS

How Can I Customize the Receivables View?

The receivables view can be customized just like other tables using the Filter, Sort, and Hide dropdowns. For example, you may want to hide or show different columns than you do on your orders table views. Or maybe you want to filter out any cancelled orders.

INSERT GIF OF CUSTOMIZING TABLE

What Can I Do with Past Due Receivables?

Most shops want to get paid for orders they complete! You can use the receivables view to monitor who owes you money. Usually, as invoices become past due, shops will reach out to these customers to remind them to make payment.

Why is a Past Order Not Showing as Past Due?

If an order is not showing up, it usually means the either the Payment Due Date has not passed, or the order is being filtered out based on filter settings. Double check the payment due date of the order and you filter settings.

Remember, receivables are based only off of the Payment Due Date, not any other date. So, for example, if you have an order that was completed last week, but the Payment Due Date is in the future, it will be categorized as Current because the payment isn't due yet.

This is common if you have customers that are on net terms or their payment due dates are set in the future for any reason.

INSERT IMAGE SHOWING PAYMENT DUE DATE ON ORDER