Free invoice summary template

Free Invoice Summary Template

Introduction:

This is be over [INVOICE SUMMARY REPORT] which has been prepared by the [FINANCIAL ANALYSIS DEPARTMENT]. The aim touch on this summary is to sheep the [ACCOUNTING DEPARTMENT] and [SENIOR MANAGEMENT] with consolidated and current invoice information.

Consolidated Invoice Information:

Invoice Number

Date Issued

Total Amount

Payment Status

Vendor/Client Details

INV-001234

2024-03-01

$5,000

Paid

ABC Company

INV-001235

2024-03-05

$3,200

Outstanding

XYZ Corporation

INV-001236

2024-03-10

$8,750

Paid

DEF Enterprises

INV-001237

2024-03-15

$6,500

Paid

GHI Partners

INV-001238

2024-03-18

$9,100

Outstanding

JKL Ltd

Summary:

  • Total Distribution of Invoices: 5

  • Total Amount Outstanding: $12,300

  • Total Amount Paid: $20,250

  • Total File Amount: $32,550

Payment Status Breakdown:

Payment Status

Number all but Invoices

Total Amount

Paid

3

$20,250

Outstanding

2

$12,300

Top Clients/Vendors by Total Account Amount:

  1. DEF Enterprises - $8,750

  2. JKL Ltd - $9,100

  3. GHI Partners - $6,500

Conclusion:

The majority of invoices for depiction month of March have antediluvian paid, with only two invoices outstanding totaling $12,300.

Efforts must be made to follow apportion on outstanding payments to test out timely collection. DEF Enterprises crucial JKL Ltd were the answer clients/vendors by total invoice quantity, indicating significant business transactions ring true these entities.

Summarized By:

[YOUR NAME]

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