Hi, I think I might have cancelled my query with you there. Just wondering can I bring up a full debtors list of what customers have not made payments by the due date? And if so, can I print it off? Thanks

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Hi, I think I might have cancelled my query with you there. Just wondering can I bring up a full debtors list of what customers have not made payments by the due date? And if so, can I print it off? Thanks

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Peter Connor ⋅ Staff February 3, 2016
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Hi,
No ticket gets deleted. They’re called outstanding invoices. 
You can see the tab on the invoice dashboard. 
You can also see the status in the invoice export, so you can export invoices and filter by status.


Hope that helps
Pete

#answer-2595
  1. csmacco February 3, 2016
    I can see Export Invoices and it allows me to click on it. I can't see a tab for Outstanding Invoices on the invoice dashboard: there is Overview, Create Inv, Create Rec, Create Est, Create Cr Note, Invoice Settings, Export Inv.
  2. Peter Connor February 3, 2016
    I just checked that - you're right it doesn't. I've added that to the dev's update list so that will get done.
    In the meantime you can just click on the overdue tab and click File > Print in your browser window.
  3. csmacco February 3, 2016
    Thanks. The overdue tab is not allowing me to click on it. This is perhaps due to the fact that there is nothing overdue at present? I am only setting up my clients at this point.
  4. Peter Connor February 3, 2016
    So why would you want to print a report that doesn't exist?
  5. csmacco February 3, 2016
    Ha! Good point. I'm investigating how it works as I am inputing my clients. Learning as I go.
  6. Peter Connor February 3, 2016
    Great. Well bullet is designed for play. We don't produce any help files the software has everything you need. So just play around with it - it's very simple.

    Thanks and enjoy.
  7. csmacco February 3, 2016
    I'm trying to add another organisation and brand name. But CSM at the top of my page is not allowing me to click on it to add another brand name.
  8. Peter Connor February 3, 2016
    The top of the page is new company not new brand.
    Where in a company is a brand normally very prominent. Bils, Payroll, Receipts, Bank Accounts, Tax, Banks or Invoices?
  9. csmacco February 3, 2016
    We have a completely different account base for Mini Music Academy with separate bank account etc. Can I set that up here or do I need to have a separate account with Bullet HQ?
  10. Peter Connor February 3, 2016
    Is this current Bullet account a limited company?
  11. csmacco February 3, 2016
    No - sole trader
  12. Peter Connor February 3, 2016
    Is Mini Music Academy a limited company?
  13. csmacco February 3, 2016
    Nope
  14. Peter Connor February 3, 2016
    Is this company owned by the same person as Mini Music Academy
  15. csmacco February 3, 2016
    MMAf - 3 traders CSM - 2 traders
  16. Peter Connor February 3, 2016
    So you've a partnership?
  17. csmacco February 3, 2016
    yes
  18. Peter Connor February 3, 2016
    So you can't use Bullet. When you signed up there was an option for Sole Trader or Limited Company, no partnerships.
    They're rare and usually only used in old professions like accountants, solicitors.
    You'll need to talk to your accountant and get him to recommend a product to you. I've actually don't know what you could use, probably one of the old ones like Big Red Book or Sage?
    I'm not sure, sorry.
  19. csmacco February 3, 2016
    well it's not a legal partnership. it's myself, my husband and my colleague
  20. Peter Connor February 3, 2016
    So maybe it's just 3 sole traders working casually together.
    You all sign-up to Bullet and manage your money in/out like that. There is no greater entity, your just 3 people working together.
  21. csmacco February 3, 2016
    so sign up MMA as a separate account to csm
  22. Peter Connor February 3, 2016
    What's your name?
  23. csmacco February 3, 2016
    Mini Music Academy and Castleknock School of Music
  24. Peter Connor February 3, 2016
    Ha, no the person I'm talking too?
  25. csmacco February 3, 2016
    Eileen Brogan
  26. Peter Connor February 3, 2016
    Eileen, nice to meet you. I'm Pete.
    So let me explain something things to you and then everything will make sense.
  27. Peter Connor February 3, 2016
    Limited Companies:
    These are an separate entity to people. You can own a company, you can work for a company but that company is separate to you or your husband.
    Sole Traders:
    They are the company. So if you're a sole trader running Mini Music Academy and Castleknock School of Music then both those are just trading names to which point back to Eileen Brogan.
    They have the one set of accounts, one return etc etc and only one person can own it. The Sole Trader.
    You can still have employees.
    Partnerships:
    Is a group of sole traders.
  28. Peter Connor February 3, 2016
    Does your husband own it and you and your college work for him?
  29. csmacco February 3, 2016
    Hi Pete, nice to meet you too. I'm the director of the school and my husband manages the accounts. It's really sole trader. The big thing is, the invoices that we send out for CSM and the invoices that we send out for MMA have a different logo on the top. So, I need to set up a different account on Bullet in order to send invoices out with the separate logo right? Thanks for all your input by the way.
  30. Peter Connor February 3, 2016
    Eileen, you can't be a director of a Sole Trader's company. That's legally impossible. A sole trader is a sole trader. You might need to look at that.
    So to answer your question. You can add multiple brandings to the invoices by using the "enhanced invoicing app".
    Just click on invoices and then add a new invoice template you'll be asked to ass the app which is €9.99pm for unlimited templates, you can take online payments, create recurring invoices etc.
    All the invoices bill will be in the one set of accounts. Like I explained above, they're all the one legal entity.
    Hope that helps Eileen.
  31. csmacco February 3, 2016
    Ok Pete, that's all really helpful information. I suppose Principal of School more adequately describes my position. I see what you mean about the legal aspects of that. I'm a musician so not to up to speed on legal jargon. Will take a good look at this and talk to Pat about it. Thanks a mil and have a good day, Eileen
  32. Peter Connor February 3, 2016
    Sure, no problem. Just in our world those words mean a lot if you start the accounts package on the wrong foot it will be a disaster.
    Talk to Pat and found out what the story is. Thanks Pete
  33. Peter Connor February 3, 2016
    Hi Eileen,
    Just to follow up on running an overdue report on outstanding invoices.
    Overdue invoices do appear in the export - but status field does not indicate whether an invoice is overdue, its due date does. You just needs to sort by due date and filter out PAID invoices. That will show all invoices pending payment.
    Hope that helps.

    Pete

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