The comparative table lists the similarities and differences between the Draft Overview widget, Invoices Coming Due report, and Draft History report so you can determine which option is better suited for your drafting reporting needs.
Please Note:
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Between Draft Overview Widget and Invoices Coming Due:
- The Invoices Coming Due report can be set to be almost idential as the Draft Overview widget with the right filter selection.
- The only exception to this is the Invoice Coming Due report, when deleted, invoices are excluded, and the Invoices Coming Due report will include deleted invoices. Even when the associated agreement was cancelled after the start date the report is ran for.
- The intention for the Invoices Coming Due report is to show how much was coming due at the time of the reported date range selected.
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Between Draft Overview Widget and Draft Reports - Draft History Tab:
- The Draft Overview Widget is focused on what was drafted vs down and the Draft Reports is focused on invoices that ran through the draft process (this includes down payments if they were run via the nightly draft run).
- Learn more about each report or widget here:
| Draft Overview Widget | Invoices Coming Due Report | Draft Report - Draft History Tab | |
|
Date Filter |
Based upon the payment due date in the club's local time. | Based upon the payment due date in the club's local time. | Based upon the payment due date in the club's local time. |
| Delete Invoices | Excludes |
Ability to include or exclude. When 'exclude delete invoices' is selected the report includes deleted invoices if the associated agreement was cancelled after the start date the report is ran for. |
Includes |
| Late Fee Invoices | Excludes | Ability to include or exclude. | Includes |
| Return Fee Invoices | Excludes | Excludes | Includes |
| Down Payments | Excludes | Ability to include or exclude. | Includes |
| Past Due Clients | Includes | Ability to include or exclude. | Includes |
| Payment Type | Includes All | Ability to select which to include. | Includes All |
| Invoices Associated with Frozen Agreements | Includes | Ability to include or exclude. | Includes |
| Prospects | Includes | Ability to limit to only prospects or all customers. | Includes |
| Invoice Type | Includes All | Ability to select which to include. | Includes All |
| Paid Invoices | Includes | Ability to include or exclude. | Includes |