What is it?
The Outstanding Payments widget will list invoices with an outstanding balance, that is invoices that have not been fully paid.
It displays the following invoices:
- Invoices synced from the accounting system that are not scheduled for payment (neither manually nor through automatic payments).
- Invoices that were scheduled for payment (Actions > Pay Invoice or through the Automatic Payment workflow) but the payment had failed.
- Invoices applied with manual payment (Actions > Pay Invoice) but the payment failed.
- Any invoice for which a partial payment has been processed and an outstanding balance remains.
A calendar icon next to the Total Outstanding amount of an invoice indicates that it has been scheduled for payment. When you hover your mouse over this icon, Wise-Pay displays the scheduling information. A round arrow indicates an automatic payment transaction.
What information am I looking at?
Column | Description |
---|---|
Reference | The Invoice ID |
Company | The payer company to whom the invoice has been issued. |
Amount | The total amount of the invoice. |
Total Outstanding | The total outstanding amount of the invoice. |
Due Date | The due date to pay the outstanding amount. |
Status | The payment status of the invoice. |
What can I do with these invoices?
The following actions are available on invoices through the Actions drop-down.
- Pay Invoice: Pay the invoice by either Credit Card or Bank Debit, either in real-time or schedule for a future date.
- Batch Pay Now: Pay a batch of invoices issued to the same payer.
- Download PDF: Download a PDF copy of the invoice.
The article How To Receive Payment for an Issued Invoice explains the methods to get payment for issued invoices.