Who owes what: owed by age, write-offs, one payment for several invoices

Owed by age

• Open Billing > Owed by age. Each client’s unpaid balance is split into 0-30 days, 31-60 days, 61-90 days and Over 90 days past the due date (the issue date when there is none); invoices not yet due count in 0-30.
• Totals are per currency and match Outstanding. Select a client to see their unpaid invoices with Days past due, then Open invoice or Open client file.
• Save as CSV… saves the table for your accountant.

Write off a balance

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   Step 1: Open the invoice and choose Write off the balance….

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   Step 2: Give a reason and confirm. The balance is no longer counted as owed, and it is not counted as money received. The invoice shows Written off and is locked.

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   Step 3: Changed your mind? Undo the write-off puts the balance back. If the client pays later, the payment undoes the write-off by itself and is recorded as usual.

One payment for several invoices

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   Step 1: In Billing > Balances choose One payment for several invoices…, or in Record a payment… choose Pay several invoices with one payment….

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   Step 2: Enter the amount. Olive Grove shows how it is split, oldest invoice first, and what is still owed after it. It cannot be more than the client owes.

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   Step 3: Press Record the payment: each invoice gets its own payment and receipt, linked by one reference.