Outstanding Invoices (Snapshot)
After reading this you'll know the five AR metrics at a glance and how to jump straight from here into the Finance Documents to send reminders.
The Outstanding Invoices report gives you an instant overview of your receivables position: how much is still outstanding, what is already overdue, and how quickly your customers pay on average.
The five metrics at a glance
As soon as you open the report you see five tiles side by side. Each shows an amount with the number of affected documents underneath.
| Metric | What it shows |
|---|---|
| Offene Forderungen | Total of all sent, not yet paid invoices |
| Überfällig | Total of invoices whose due date has already passed (highlighted in red) |
| Bezahlt diesen Monat | Payments received in the current calendar month (highlighted in green) |
| Ø Zahlungsdauer | Average number of days between sending an invoice and receiving payment |
| Angebots-Annahmequote | Share of sent quotes that were accepted |
The tiles refresh automatically when the page loads and always reflect the current state of your finance documents.
Understanding the colour signals
Univents highlights critical values with colour coding so you can see at a glance where action is needed.
- Red on Überfällig: At least one invoice has passed its due date.
- Green on Offene Forderungen: All invoices are settled — no money is outstanding.
- Green on Bezahlt diesen Monat: Payments have been received this month.
- Green on Angebots-Annahmequote: The acceptance rate is 70 % or higher.
If a tile shows a dash (—), there is not yet enough data to calculate the figure — for example because no invoices have been sent yet or no payments have been received.
Jump straight to Finance Documents from here
The snapshot tells you whether action is needed. For the operational follow-up — sending reminders, recording payments, filtering documents — switch to the full document management view.
- Scroll below the metric tiles to the Operative Finanzdokumente card.
- Click Zu den Finanzdokumenten.
- You land directly in the finance document list with the complete document list, filters, and dunning tools.
Frequently asked questions
Why doesn't "Offene Forderungen" match my accounting software? The snapshot counts all invoices with the status "Versendet" and "Überfällig". Invoices with the status "Entwurf" or "Storniert" are not included. Check in Finance Documents whether any invoices are still stuck in draft status.
When is "Bezahlt diesen Monat" reset? The value always refers to the current calendar month. The count restarts automatically on the first of each month.
Can I export the snapshot? There is no direct export in the snapshot report. Use Zu den Finanzdokumenten to switch to the document list and work with the individual documents there.