As your company scales, having the ability to effectively reconcile your invoices becomes critical in servicing your customers, detecting fraud, and saving time and money on costly errors. Chargify's Accounts Receivable report breaks down outstanding balances into invoiced amounts, payments, and refunds. To provide more intricate detail for your finance and accounting teams, we are excited to announce a new export option to the A/R report!
The Invoice Application Detail export will allow you to select an Invoice Issue Date option. The date range will give you a snapshot of your invoices for a particular period of time and their exact status relative to a payment. In addition to including all invoices, regardless of paid status, it will also show their respective refunds, credits, and applied payments. The ability to reconcile invoices has never been easier!
For more information on the Accounts Receivable report, see our documentation here>