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Hi Germinal,
I've setup a graph to display invoicing information on the front-end.
I'm a bit confused when to use what 'Content criteria' in the configuration of the graph:
2) Payment grossing (use payment creation date)
3) Payment grossing (use payment due date)
4) Payment grossing (use payment datetime) --> ?
5) Invoices subtotal
I see eg. that for the display of all payments that have been made (status=paid) you use the Content Criteria 4 (so based on payment datetime).
When you want to see payments that are still outstanding within/outside the payment terms, you use Content Criteria 2 (based on payment creation date).
I'm probably confused (language much be the issue) between the different payment 'dates'.
I suppose 'payment creation date' = date the payment was actually made (registered) while 'payment due date' = latest date the payment should be made.
What is 'payment datetime' ?
Another thing which is not (yet) clear to me is the difference between 'unpaid' and 'pending'.
Maybe incorrect from my end, but so far, when we created an invoice, the status was pending, until it would get paid. When a payment was made, we would register the payment for that invoice. Next we manually change the status from the invoice from 'pending' to 'paid'.
I revisited the different statuses an invoice can have and saw that there's also a status 'past due date'. I always assumed that an invoice, which did not receive a payment and which had a due date in the past, would automatically be assumed to be 'past due date'. I did not expect a manual change in status had to be done for it. Seeing this, it made me wonder whether Content statistics calculates statuses based on these parameters (payment/due date/...) or based on the value of the status field. In the second scenario, if I'm late with my administration, and have not yet come to the point of correcting statuses manually, incorrect data would be displayed in the graph...
I think, my biggest confusion starts when I compared the output of the graph with the data in Invoice Manager and both of them not matching.
Thanks,
Mario
I've setup a graph to display invoicing information on the front-end.
I'm a bit confused when to use what 'Content criteria' in the configuration of the graph:
2) Payment grossing (use payment creation date)
3) Payment grossing (use payment due date)
4) Payment grossing (use payment datetime) --> ?
5) Invoices subtotal
I see eg. that for the display of all payments that have been made (status=paid) you use the Content Criteria 4 (so based on payment datetime).
When you want to see payments that are still outstanding within/outside the payment terms, you use Content Criteria 2 (based on payment creation date).
I'm probably confused (language much be the issue) between the different payment 'dates'.
I suppose 'payment creation date' = date the payment was actually made (registered) while 'payment due date' = latest date the payment should be made.
What is 'payment datetime' ?
Another thing which is not (yet) clear to me is the difference between 'unpaid' and 'pending'.
Maybe incorrect from my end, but so far, when we created an invoice, the status was pending, until it would get paid. When a payment was made, we would register the payment for that invoice. Next we manually change the status from the invoice from 'pending' to 'paid'.
I revisited the different statuses an invoice can have and saw that there's also a status 'past due date'. I always assumed that an invoice, which did not receive a payment and which had a due date in the past, would automatically be assumed to be 'past due date'. I did not expect a manual change in status had to be done for it. Seeing this, it made me wonder whether Content statistics calculates statuses based on these parameters (payment/due date/...) or based on the value of the status field. In the second scenario, if I'm late with my administration, and have not yet come to the point of correcting statuses manually, incorrect data would be displayed in the graph...
I think, my biggest confusion starts when I compared the output of the graph with the data in Invoice Manager and both of them not matching.
Thanks,
Mario
Responses (9)
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Accepted Answer
0Hi Germinal,
When I do an export of the payments to CSV, I can see a payment 'due date' and a 'payment datetime'. I see the difference now between those 2 fields but still unsure when to use one or the other Content criteria.
I do not see any 'payment creation date' field in my export however.
At the time the invoice is created, an outstanding payment for the invoice is being registered at the same time. Is the 'payment creation date' maybe the same as 'invoice date' ?
In the payments export, I also noticed that the last column (status) is completely empty. Not sure it should be empty.
Cheers,
Mario -
Accepted Answer
0Hi Mario,
- payment creation date: the date in which the payment was actually created into the system
- payment duedate: the due date set on the payment, that is, the date before which the payment should be paid.
- payment datetime: the date when the payment was actually paid by the client (so this is only for payments with status=paid)
unpaid and pending: well, pending is rarely used. it is intended for then a payment is made using wire transfer, and it has been made by the client, but maybe not yet received by you
you DO NOT need to make "manual status changes" on the invoice if you are using the "automatic status" mode. that is, if you leave the invoice status to BLANK (nothing), then the system will "calculate" the status for you.
"payment creation date" is not exported to CSV. do you need this in the CSV? -
Accepted Answer
0Hi Germinal,
Thanks !
Pending: yes - I can see now where this would actually be useful (wire transfers) - clear, thanks !
I wasn't aware of the automatic status mode: must have missed that.
So far I have always been setting the status to "pending" after creating an invoice ;o). Will definitely start using this.
Q: When you leave the status blank, and the system calculates the status, will it show the calculated status or will it stay blank ?
Q: Payment creation date: Am I safe to assume it is equal to the invoice date (both are created at the same date, no ?).
Q: It's still unclear to me what Content Criteria to use when configuring the CS module. Seeing the "2) Payment grossing (use payment creation date)" in the dropdown menu was what got me wondering what the Payment Creation Date was in the first place and how it relates to what I want to show in the graph. I can tell that you switch between them (in your screenshots) and most likely for a good reason.
Thanks,
Mario -
Accepted Answer
0Hi Germinal,
I've continued on this one...
I have a graph that displays:
- Invoice total paid per month
- Invoice total unpaid within payment terms
I'd like to also show:
- Invoice total unpaid past payment terms
When I set this up, it will also show me the invoices that have been paid late for the previous months (so these are invoices that did receive a payment, albeit too late). What I like to get is to show only invoices that have not received any payments yet...
Is this possible with the same graph ?
I have attached the parameters I'm using...
Thanks,
MarioReferences:
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