Outstanding Invoices Export

The Outstanding Invoices Export produces one row for every non-voided invoice that currently has an amount owing. You need Finance access, and only Admins can use Exports.

Finding the Outstanding Invoices Export

Open Exports, select Create Export, then select Outstanding Invoices.

Creating the Export

Select Create Export. Astalty prepares the CSV in the background.

Downloading the Export

When the export is ready, return to Exports and select Download.

Exported Fields

The CSV contains:

• Invoice: The invoice reference.
• Invoice Batch: The batch that created the invoice.
• Invoice Date: The date the invoice was issued.
• Due Date: The payment due date.
• Participant Name: The Participant's name.
• Management Type: The Participant's management type.
• Plan Manager: The Plan Manager, where applicable.
• GST Amount: The GST included in the invoice.
• Total Amount: The invoice total.
• Paid Amount: The amount already paid.
• Outstanding Amount: The amount still owing.
• Paid Status: The invoice's current payment status.

Paid Status

The Paid Status column shows where each invoice sits with payment. Because this export only includes invoices that still have an amount owing, you'll only ever see one of the following:

• Overdue: The invoice still has an amount owing and its due date has passed, whether or not part of it has been paid.
• Partially Paid: Part of the invoice has been paid and the due date hasn't passed yet.
• Unpaid: Nothing has been paid and the due date hasn't passed yet.