Free Invoice Summary Template
Invoice Summary
Introduction:
This is an [INVOICE SUMMARY REPORT] which has been prepared by the [FINANCIAL ANALYSIS DEPARTMENT]. The aim of this summary is to provide the [ACCOUNTING DEPARTMENT] and [SENIOR MANAGEMENT] with consolidated and up-to-date 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 Number of Invoices: 5
-
Total Amount Outstanding: $12,300
-
Total Amount Paid: $20,250
-
Total Invoice Amount: $32,550
Payment Status Breakdown:
|
Payment Status |
Number of Invoices |
Total Amount |
|---|---|---|
|
Paid |
3 |
$20,250 |
|
Outstanding |
2 |
$12,300 |
Top Clients/Vendors by Total Invoice Amount:
-
DEF Enterprises - $8,750
-
JKL Ltd - $9,100
-
GHI Partners - $6,500
Conclusion:
The majority of invoices for the month of March have been paid, with only two invoices outstanding totaling $12,300. Efforts should be made to follow up on outstanding payments to ensure timely collection. DEF Enterprises and JKL Ltd were the top clients/vendors by total invoice amount, indicating significant business transactions with these entities.
Summarized By:
[YOUR NAME]
