Client Name Added to the Receivables by Date Report

Hi there,

The Receivables by Date report now shows who owes you the money, not just the invoice number.

What's New:

• A new Client column sits between the invoice number and the balance due

• The column shows the client's first and last name, with their company name in parentheses when one is on file

• The column is included when you sort, search, and export the report

How to Use It:

• Go to Reports → Receivables by Date

• Pick your date and run the report

• The client name appears alongside each invoice in the results, and carries through to your PDF, Excel, and CSV exports

Benefits:

• Spot at a glance which clients are carrying an outstanding balance

• Chase down overdue invoices without opening each one to find the client

• Share a collections list with your team that reads clearly on its own

If you have any questions, please reach out to our team through the chat or by emailing [email protected].