Invoicing & Receipts Report

Hi there,

What's New?

We’re introducing a new Invoicing & Receipts Report within the standard finance menu. This report consolidates all AR document types — not just issued invoices — and offers extensive filtering options to support finance teams with insight, control, and reconciliation.

Key Features:

• Comprehensive AR Reporting

What’s changed?

A single report now surfaces all accounts receivable (AR) document types, including drafts, issued, and blocked invoices.

Why was this changed?

To enable additional financial oversight and control.

• Advanced Filtering Options

What’s changed?

Filters now allow you to easily view:

1. Draft invoices or charge notes that have passed their auto-issue date but remain unissued due to blocks or missing data.
2. Issued invoices within a selected billing period that remain unpaid and may not yet have triggered a payment request.

Why was this changed?

To streamline reconciliation workflows and improve visibility into invoice statuses.

Why Have We Made This Change?

This release is designed to assist all customers — including those using auto-issuing of invoices — in managing the end-to-end invoicing and reconciliation process. It complements the Document Management control screens, ensuring smoother operations and proactive financial oversight.

Impact:

• Enhanced visibility over all invoice types
• Faster identification of invoicing
• Greater control and support for automated billing workflows

Availability:

Available to all customers from 13th May 2025 via the standard finance menu in Lavanda PMS.

Getting Started:

Simply navigate to the Reporting > Finance > Invoicing & receipts Report section. No setup is required. Use the new billing status filters to uncover and manage key AR scenarios.

Warm regards,

Team Lavanda