How to use the Tax Invoice Summary Report

Track your aged debtors and monitor unpaid invoices with the Tax Invoice Summary Report.

Why use this report?

The Tax Invoice Summary Report helps you keep track of unpaid invoices, making it easier to manage your aged debtors. It provides a clear breakdown of outstanding amounts by period, helping you follow up on overdue payments.

How to find the Tax Invoice Summary Report

There are two ways to access this report:

• Go to Reports in Farm Focus and select Tax Invoice Summary.

• Open the Tax Invoices tab in Actuals and click the icon at the top right of the screen for a quick link to the report.

Understanding the report

When viewing the report, you can:

1. Use the black arrows to expand each customer group and see detailed information on issued invoices, amounts owing, and how long payments have been outstanding. Locate specific invoices that may need to be re-sent as reminders for payment.

2. View totals for each customer, showing amounts owed for current, 30-day, 60-day, and 90+ day periods.

3. See a running total of all invoices for each customer group.

4. Find the overall totals for all invoices at the bottom of the report.

Exporting the report

You can print the report or save it as a PDF to share with your wider team.