Grouping invoices by due date or invoice date

We’ve built a handy feature into BeanBox allowing you to choose how you want to see your projections.

If you look to the top left of your dashboard, you’ll see you have the option of grouping your income results by either “Invoice date” or “Due date”.

If you click on the black arrow next to ‘Invoice date’ (as seen above) a table will appear like this.

You can also view these amounts as “Tax exclusive” or “Tax inclusive”.

Using a combination of these filters can give you valuable insights.

For example:

To view your revenue as it would be shown in your Profit and Loss statement, filter your results by ‘Invoice date’ and ‘Tax exclusive’.

To view your expected cash flow from your repeating income, filter your results by ‘Due date’ and ‘Tax inclusive‘.

Your dashboard will automatically reload when either the date or the tax filters (seen below circled in red) are adjusted and will look something like the screen below. Plus, when you choose to view the data by ‘Invoice date’ then in the “This Month” box, BeanBox shows you how much is still left to invoice for this month (as indicated here by the red arrow).

It’s that easy!

This website or its third-party tools use cookies as explained in our privacy policy. By clicking the 'Accept' button, scrolling this page, clicking a link or continuing to browse, you agree to the use of cookies.

WeePie Cookie Allow cookie category settings icon

Cookie settings

Below you can choose which kind of cookies you allow on this website. Click on the "Save cookie settings" button to apply your choice.

FunctionalOur website uses functional cookies. These cookies are necessary to let our website work.

AnalyticalOur website uses analytical cookies to make it possible to analyze our website and optimize for the purpose of a.o. the usability.

Social mediaOur website places social media cookies to show you 3rd party content like YouTube and FaceBook. These cookies may track your personal data.

AdvertisingOur website places advertising cookies to show you 3rd party advertisements based on your interests. These cookies may track your personal data.

OtherOur website places 3rd party cookies from other 3rd party services which aren't Analytical, Social media or Advertising.

WeePie Cookie Allow close popup modal icon