The Debtor Overview helps billing teams follow unpaid invoices. The Advance Overview keeps advance payments visible separately from invoice balances.
Review outstanding balances
Use the available filters to focus on a client or period. Open the underlying invoice when you need to understand its status or amount. Check how recorded payments affect the balance before following up.
Keep advances distinct
An advance is money received before it is applied to the relevant billed work. Review the advance record and its application rather than treating every receipt as collected fees.
Use consistent reporting
When comparing billing and collections, keep the selected dates and currencies consistent. An invoice date and a payment date answer different business questions.