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Find unpaid advertising invoices

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Summary

Understand the two primary methods for generating reports for unpaid advertising invoices.

This article covers:

Overview 

There are two primary methods for generating reports on unpaid advertising invoices in Box+Dice: Library Reports and Accounting Reports. Each method offers a different level of detail and flexibility depending on your reporting needs and access level.

Library reports

The Library Report provides a quick overview of unpaid advertising balances across selected listings. It’s ideal for users who want a high-level summary of outstanding advertising amounts, grouped by listing and filtered by date or funder type.

Use this method when you need a fast, visual summary of unpaid advertising balances across multiple listings. It’s especially useful if you have access to the full accounting module.

To generate a Library Report for unpaid advertising invoices:

  • Go to: Sales > Listings
  • Use the filters to select the listings you want to report on
  • Tick the Select All checkbox at the top of the list
  • Click Library

A pop-up window will appear.

  • Click the report ‘Adv Balance - Outstanding (Date)'
  • Edit default date range
  • Tick on or off funder-types
  • Click GO to generate the report

The system will generate a report displaying a summary of unpaid advertising balances for the selected listings.   

Accounting statement or invoice searches reports

Accounting reports offer more detailed and customisable views of unpaid advertising invoices. These include both Outstanding Invoices and Outstanding Statements reports.

These are best suited for users with higher access levels (e.g., Admin or Manager Open) who need detailed, exportable data or want to analyse unpaid invoices in relation to trust fund coverage.

Note: Your access level needs to be high enough to be permitted to view the required screens for this option. It may be restricted to 'Admin' or 'Manager Open' users.

Outstanding invoices report

The outstanding invoices report is a list of all unpaid invoices, sortable by due date. This report is useful for tracking overdue advertising invoices and exporting data for follow-up or reconciliation.

To generate an outstanding invoices report:

  • Go to: Accounting > Sales > Receipts 
  • Sort the list by DUE descending
  • Click Confirm
  • Set the entry/page to a value between 5 and 500 (500 is the maximum) 
  • Click the checkbox beside the Reference number to select all
  • Click Export to CSV  
Note: Only the transactions visible on the current page will be exported. To include more, increase the number of entries per page or export each page separately. 

Outstanding statements report for advertising

An outstanding statements report for advertising is a breakdown of unpaid advertising invoices by listing, with the option to filter based on whether the outstanding balance is covered by available trust funds.

To generate outstanding statements report:

  • Go to: Accounting > Sales > Statements
  • Tick INVOICE TYPE to Advertising 

To view all listings where there is unpaid advertising with enough money in trust to cover the amount:

  • Tick OUTSTANDING BALANCE  to Covered by Trust Funds 
  • Set the entry/page to a value between 5 and 500 
  • Click the checkbox beside the Reference number to select all
  • Click Save To PDF to produce a pre-formatted Debtors Report

To view all listings where there is unpaid advertising with insufficient money in trust to cover the amount: 

  • Tick OUTSTANDING BALANCE > Not Covered by Trust Funds 
  • Set the entry/page to a value between 5 and 500
  • Click the checkbox beside the Reference number to select all
  • Click Save To PDF to produce a pre-formatted Debtors Report

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