Open Invoices

The Open Invoices data model tracks all unpaid invoices and their aging status on the accounts receivable side. It includes measures like amount not due, due amount, aging categories (1 to 30 days, 31 to 60 days, 61 to 90 days, 91+ days), balance, and invoice total. Use it to monitor outstanding receivables, review aging by customer or salesperson, and plan for upcoming cash flow.

How to use this data model

• Monitor aging balances across categories to see how much is current, slightly overdue, or significantly past due.
• Review open invoices by customer to identify which accounts have the largest outstanding amounts.
• Track receivables by salesperson to see how open invoices are distributed across the team.
• Compare open invoices by company to understand outstanding balances across different entities.
• Plan for cash flow by reviewing due amounts and payment timelines to forecast upcoming collections.

Available views

View	Type	What it shows
Open Invoices	Worksheet	Lists all outstanding invoices with amounts, aging, and balance details.
Open Invoices	Vertical Bar	Shows outstanding invoice amounts as bars for a quick visual overview of receivables.
Open Invoices By Salesperson	Worksheet	Breaks down open invoices by salesperson with amounts and aging details.
Open Invoices By Salesperson	Vertical Bar	Compares open invoice amounts by salesperson to see how receivables are distributed.
Cash Flow Projection	Worksheet	Shows projected incoming cash based on open invoice amounts and expected payment dates.
Cash Flow Requirements	Vertical Bar	Shows upcoming cash requirements as bars based on open invoices and due dates.
Open Invoices By Company	Worksheet	Breaks down open invoices by company with payment status and balance details.
Open Invoices By Company	Pie	Shows how outstanding balances are split across companies as a proportion.
Open Invoices By Customer	Worksheet	Breaks down open invoices by customer with amounts, aging, and balance details.
Open Invoices By Customer	Horizontal Bar	Ranks customers by outstanding invoice amount, showing who owes the most.
Open Invoices by Month	Worksheet	Breaks down open invoices by month to show when outstanding amounts originated.
Open Invoices by Month	Vertical Bar	Shows open invoice amounts by month as bars to visualize trends in outstanding receivables.
Customer Aging Balance for Report	Worksheet	Shows aging balances by customer formatted for reporting, with amounts across each aging category.
AR Gauge View	Gauge	Displays accounts receivable performance as a gauge for a quick status check.