Sales

Highlights missing or unusual sales invoices and payments.

By Aaron1 author27 articles

Invoice Not Sent to ContactXBert flags a sales invoice that is approved and awaiting payment but has not been sent to the customer, so you can deliver it before payment falls behind.
Unpaid Income With a Liquidated Business - NZXBert alerts you when a New Zealand customer who still owes you money has been removed from the NZBN Register, so you can chase the debt fast.
Invoice Raised With An Inactive Customer - CAXBert flags a sales invoice raised for a customer whose business has been cancelled or ceased in the Canadian register, dated on or after closure.
Invoice Raised With A Liquidated Customer - NZXBert flags sales invoices raised to New Zealand customers in liquidation, receivership or administration, so you can act before the debt becomes unpayable.
Possible Duplicate Customer InvoiceThe same sales invoice has been raised twice to one customer, which can overstate your revenue, debtors and GST or VAT. Spot and fix it fast.
Invoice raised to a customer in liquidation - NZFlags open sales invoices owed by a NZ customer that is currently in liquidation, receivership or administration on the NZBN register, so you can act early.
Invoice Raised With a Cancelled Customer - AUHow XBert flags sales invoices raised against a customer whose ABN is cancelled on the ABR, and the steps to confirm status, fix GST and recover payment.
GST on Invoice and/or Credit Note When Not Registered - AUXBert flags sales invoices and credit notes that charge GST outside your business's registered GST period, helping you stay BAS and ATO compliant.
Draft InvoicesXBert finds sales invoices still sitting in draft (and worth $1 or more) so unbilled income is approved, sent or cleaned up before it costs you.
Invoices in Draft or Awaiting ApprovalXBert flags sales invoices still in Draft or Awaiting Approval status, so unapproved income doesn't go missing from your reports and tax figures.
Duplicate Invoice RaisedXBert flags sales invoices that look raised twice for the same customer, number, due date and amount so you can void duplicates and keep revenue accurate.
Duplicate Invoice PaidXBert flags two or more matching paid sales invoices for the same customer, helping you catch double billing before it overstates revenue.
Unusual Monthly Invoicing - AUSpots months where your invoicing to a customer is unusually high or low, so you catch invoicing errors, missed invoices or duplicates early.
Unusually Overdue Invoice Outside Normal BehaviourFinds sales invoices that are far more overdue than your normal payment pattern for invoices of a similar size, so you can chase them early.
Grouped Overdue Invoices Outside Normal BehaviourBundles your long-overdue customer invoices into one monthly digest so you can review and chase at-risk amounts together before they become bad debts.
Unpaid Income With A Cancelled Business - AUXBert flags money still owed to you by a customer whose ABN has been cancelled on the Australian Business Register, so you can collect before it's lost.
Quotes in Draft StatusXBert finds older quotes still sitting in Draft or Submitted status, so you can send, follow up, invoice or remove them and keep your pipeline accurate.
Different Account Name Detected for an Income TransactionXBert flags an income payment coded to a different account than you consistently use for that contact, so you can catch mis-coding before reporting.
Invoice Raised With a Cancelled Customer - GBFlags unpaid sales invoices raised to UK customers whose company is dissolved or struck off at Companies House, so you can recover the debt early.
Large VAT Activity for Contact Without VAT Number - GBXBert flags active UK contacts with over £100 of VAT activity but no recorded VAT number, so you can confirm and add it for accurate VAT returns.
Unpaid Income With A Cancelled Business - GBSpot invoices still owing money from UK customers whose company is dissolved or struck off at Companies House, so you can recover the income.
Invoice Raised With a Cancelled Customer - ZAHow XBert flags sales invoices raised for a South African customer whose CIPC Enterprise Number was cancelled or deregistered, and how to fix it.
Large VAT Activity for Contact Without VAT Number - ZAHow XBert flags your busiest South African contacts that have no VAT number on file, why it matters for your VAT return, and how to fix it.
Unpaid Income With A Cancelled Business - ZAHow XBert flags unpaid sales invoices owed by a customer that has been deregistered or cancelled on CIPC, so you can recover the debt before it's too late.
Unpaid Income With a Cancelled Business - CAFlags unpaid sales invoices owed by a Canadian customer whose business registration has been cancelled, so you can chase the money before it's lost.
Invoice Raised With a Removed Customer - NZXBert flags open, unpaid invoices raised to New Zealand customers whose business has been removed from the NZBN register, so you can recover what is owed.
Unpaid Income With a Removed Business - NZXBert flags unpaid invoices owed by customers removed from the NZBN Register, so you can recover the income before it becomes a bad debt.