Receivables Reporting in Neat
Neat’s receivables reports give you clear visibility into unpaid invoices and expected income. By running aging and detail reports, you can quickly see which payments are outstanding, prioritize follow-ups, and maintain healthy cash flow without manual tracking.To learn about ALL the available reports in Neat, check out our Reporting Overview Help Center article.
Receivables Reporting in Neat
- What types of receivables reports can I run in Neat?
- How do I create a receivables aging report?
- How do I create a customer detail report?
- How do I create an invoice detail report?
What types of receivables reports can I run in Neat?
There are several available receivables report types you can run in Neat. ALL receivables reports can be run on files in the 'Organize My Files' section and invoices in the 'Bill My Customers' section.Check out the list of available spending/tax reports below:
Customer Detail: The Customer Detail report provides a detailed view of each customer’s outstanding balances, payment history, and past transactions. Use this report to track what each customer owes, monitor payment trends, and manage collections more effectively.
Invoice Detail: The Invoice Detail report provides a comprehensive view of every invoice, including amounts, dates, status, and related customer information. Use this report to review invoice activity, verify accuracy, and manage billing or follow-ups efficiently.
How do I create a receivables aging report?
- First click Reports at the top right hand corner of Neat.
- Under the Receivables Reporting section, change your report settings. If you are creating a report for files in the 'Organize My Files' section, toggle your report settings to File Cabinet. If you are creating a report for invoices in the 'Bill My Customers' section, toggle your report settings to Invoices.
- Under the Receivables Reporting section click Receivables Aging to create your report.
How do I create a customer detail report?
- First click Reports at the top right hand corner of Neat.
- Under the Receivables Reporting section, change your report settings. If you are creating a report for files in the 'Organize My Files' section, toggle your report settings to File Cabinet. If you are creating a report for invoices in the 'Bill My Customers' section, toggle your report settings to Invoices.
- Under the Receivables Reporting section click Customer Detail to create your report.
How do I create an invoice detail report?
- First click Reports at the top right hand corner of Neat.
- Under the Receivables Reporting section, change your report settings. If you are creating a report for files in the 'Organize My Files' section, toggle your report settings to File Cabinet. If you are creating a report for invoices in the 'Bill My Customers' section, toggle your report settings to Invoices.
- Under the Receivables Reporting section click Invoice Detail to create your report.
