How to use the Outstanding Invoices chart in VOGSY

VOGSY’s Outstanding Invoices chart is a key tool for managing your accounts receivable and supporting healthy cash flow. It provides a visual overview of unpaid invoices by customer, helping you quickly identify overdue payments and prioritize follow-up actions.

The chart uses a stacked bar graph, where each bar represents a customer and the length of the bar reflects the outstanding invoice amount. The colors within each bar indicate how long the invoices have been overdue.

Key data information includes:

• Customer Name: The client associated with outstanding invoices.  

• Invoice Amount Due: The total amount of the outstanding invoice.  

• Age of the amounts due: The duration since the invoice was issued, often indicated by color-coding.  

The chart uses a stacked bar graph visualization, where each bar represents a customer, and the length of the bar indicates the total outstanding amount for that customer. The bar's colors are a key indicator of the invoice's age. The color coding for invoice age includes:

• Colors indicating invoices that are 30 days or less outstanding.

• Colors indicating invoices that are 30 - 60 days outstanding.

• Colors indicating invoices that are 60 - 90 days outstanding.

• Colors indicating invoices that are 90 days or more outstanding.

Filter by Departments: View outstanding invoices for projects handled by specific departments.

One of the chart's most valuable features is its drill-down capability. By clicking on a specific customer bar, you can access a detailed breakdown of that customer's outstanding invoices.

The drill-down shows the total amounts outstanding per age category (-30 days, 30-60 days, 60-90 days, and 90- days)

Expanding the drill-down provides details such as:

• Invoice Number

• Invoice Date

• Due date

• Original Invoice Amount

• Amount Due

• Project related to the invoice

• Account manager for this invoice

This level of granularity makes it easy to track down delayed payments, communicate with the right stakeholders, and take action to improve collections.