The Dashboard - Amount Owed Report provides a Quick View of outstanding balances.
Here's where you'll find it!
1) From your Company Dashboard, click on REPORTS in the black sidebar on the left of your screen.
2) Select the DASHBOARD - AMOUNT OWED REPORT under the Financial Reports Section.
3) The Report will open and is sorted by Invoice number, least to greatest.
4) If you click on the down arrow in the bright blue box, you'll have the following export options: CSV, TXT, MS-EXCEL, PDF or PRINT.
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!