Introduction to SKYBIZ Outstanding Document

An outstanding document in accounting refers to any financial document—such as an invoice, purchase order, or payment—that has been issued but not yet fully settled, completed, or reconciled. For example, an outstanding invoice means the customer has not yet paid the amount due, while an outstanding purchase order indicates goods or services have been ordered but not fully received or invoiced. Tracking outstanding documents is essential for effective cash flow management, financial reporting, and ensuring timely follow-ups on pending transactions.

How to print outstanding sales orders?

Step 1: To print or download the outstanding sales order, navigate to Sales > Sales Order

Step 2: Click the Listing button on the bottom right to view all sales orders

Step 3: Click the Outstanding Sales Order tab, filter the outstanding sales order, then click the Search button. There are 3 types of outstanding you can use for filtering:

• Outstanding=+ means the sales order has not yet been converted to delivery orders/sales invoices
• Outstanding=-(exceed) means the quantity of sales orders converted to delivery orders that exceeds
• Outstanding=0 means all sales orders have been converted to delivery orders/sales invoices

Step 4: Click the Export Data button to download the outstanding sales order as an XLSX file and the Print button to print out or download the outstanding sales as a PDF file.

Conclusion

In conclusion, outstanding documents play a crucial role in monitoring the status of financial transactions within an organization. They provide visibility into pending payments, deliveries, or actions that need to be completed. Properly tracking and managing outstanding documents helps businesses maintain accurate financial records, improve cash flow control, and ensure timely follow-up on unresolved transactions—ultimately supporting better decision-making and financial accountability.

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