WindoorERP Documentation 19.0

Audit progressive billing analytics, cash collection forecasts, and pivot metrics

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Audits progressive billing performance across pivot matrices and graphs to compare contractual sales values against realized invoiced revenues and unbilled project balances.

Before you start

  • Finance or Sales Billing access.

Steps

Orders to invoice analytical pivot matrix by customer and unbilled amount

Invoicing status breakdown bar graph

Important

Highlighting unbilled delivered orders prevents revenue leakage and accelerates accounts receivable cycles.

  1. 01
    Open Sales › To Invoice › Orders to Invoice and switch to the Pivot or Graph view.
  2. 02
    Select Measures: analyze Total Amount, Untaxed Invoiced, and Amount to Invoice.
  3. 03
    Group by Customer or Project Name to audit unbilled site progress.
  4. 04
    Export financial summaries for cash collection planning.

Common mistakes

  • Delaying milestone invoice issuance after signed consultant delivery delivery notes.
  • Overlooking unbilled retention balances upon warranty expiration.

Continue learning

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