The Who Owes Me section is your Accounts Receivables report. Only it’s not really a report that you have to run…it’s just always there. And it’s exactly what it sounds like…a list of all the Invoices under each Company (your Clients) that you are owed.
You can see at a glance if any Invoices are Overdue and how many days they are overdue. The number of days overdue is calculated based on your standard Payment Terms which you control under Settings > Preferences.
You will also see when an invoice was Sent using the Beeswax system.
Note that this obviously won’t show that you have sent an Invoice if you have simply downloaded a PDF and emailed it as an attachment with your own email software. This why we highly recommend that you insist your people send Invoice via the Beeswax system so that you capture when it is sent and what the message is when it is sent. It forms a basic audit trail in the form of the Project Activity.
This is important to ensure that your Client has actually been sent an invoice. It’s a little embarrassing if you are chasing an overdue Invoice that your client has never received.
The screen shows the amount due. Sometimes an Invoice might only be partially paid for some reason. In which case you will see the balance owing on the Invoice here.