Every list in ProAbono provides essential data for managing your SaaS business.
Overview of the List
The list of Unpaid Invoices by Customer gathers information about customers who have accumulated unpaid invoices. It enables you to visualize and analyze the necessary data to identify collection issues, optimize follow-up actions, and better understand customer behaviors.
Each row in this list provides the following information:
- the customer’s name,
- the currency used,
- the number of unpaid invoices,
- the cumulative amounts excluding taxes (net) and including taxes (gross),
- the time period during which these invoices were issued.
You can access this list from the back-office left navigation menu under Invoices & Payments > All lists & exports.
Available Filters
To facilitate data search and analysis, this list offers several filters. Here are the main filters available:
- by segment: filter by customer segment to prioritize actions for specific groups.
- by currency: filter by invoice currency (EUR, USD, etc.).
- by payment method: filter by the payment method planned for the invoices (credit card, SEPA direct debit, bank transfer, check, cash, etc.).
These filters allow you to refine the results and precisely target the most relevant information.
Available Actions
Each list has an Actions button to perform operations on the displayed data.
Data Export
Data export is available for each list. You can choose between two types of exports:
- File Export: export the data in CSV or JSON format for easy integration into your analysis tools (e.g., Excel, databases).
- Export via the ProAbono API: retrieve the data via the API to integrate it into your automated workflows.
Examples and Use Cases
Here are some examples of how the **List of Unpaid Invoices by Customer** can be used:
- An accountant wants to quickly identify customers with overdue invoices to prioritize follow-up actions.
- A Chief Financial Officer (CFO) analyzes the total unpaid amounts by currency to anticipate cash flow needs.
- A marketing manager segments customers based on the volume of unpaid invoices to adjust offers or identify behavioral trends.
- A Customer Support and Satisfaction Manager uses this list to better identify dissatisfied customers.
These examples illustrate how this list can help improve the management of your SaaS business and optimize your payment processes.