How much money will I receive in the future?
We hope there is a report function that can tell us the total amount for next month, from existing recurring.
I think this is quite easy, you just total the existing active recurring, so we will be able to know how much money we might collect in next month ( from 1st to the end of the month).
James
shared this idea
Hi there,
Thanks for your patience :)
Your requirement can be met using the “Aging summary” and the “Aging details” reports under the “Reports” section.
In these reports, you can set your own aging intervals and run a report so that Zoho Invoice displays the amount you are yet to receive in those intervals you specified.
For instance, if I have set the interval as “4 intervals of 30 days”, the system would split your total receivables into 4 intervals:
1. Current (Invoices that are sent and not yet paid and also the due date has not crossed);
2. (1-30) days: Invoices that are overdue by 1-30 days and the corresponding revenue you are about to receive.
Similarly for (31-60 days) and (61-90 days).
We would love to hear back from you on this!
Regards,
Reshma.
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Georgi
commented
This solution doesn't work. Recurring invoices that will become receivables in the future don't show in Aging Reports. This request was about recurring profiles and zoho invoice calculating future income amounts per month, per quarter, per year - based on the currently running recurring invoices.