Viewing the Unpaid Invoices Details

Procedure

To view the details of the unpaid invoices:

  1. Search for the customers in the Relationship Workbench Manager screen.
  2. In the Revenue Metrics section, click on the Unpaid Revenue tile whose details you want to view.
    The Unpaid Invoices Page screen appears.
  3. View the details of the unpaid revenue in the Recievables by Age Chart zone.

Related Topics

For more information on... See...
How to search for a customer Searching for a Customer
How to search for an account Searching for an Account
Relationship Manager Workbench screen Relationship Manager Workbench
RM Workbench zone RM Workbench