Customer Payments & Invoices Dashboard in Power BI

You raise a clean invoice and wait to get paid. Instead, the client deposits a lump sum into your account, tells you to adjust it against some invoices, and says “we’ll settle the rest later.”

You make a mental note. (You will probably forget it.)

Now stretch that across dozens of clients × hundreds of invoices, month after month. Some part-paid, some sitting fully open, some spare cash lying against them that nobody has knocked off yet.

So once a month, you find yourself parked next to your accountant, going down the list line by line, working out what came in, what's still pending, and how much money is owed. It eats up an entire day, and then another, and then another. And even when you're done, you're still not quite sure if the numbers are right.

You can hand off this whole process to a dashboard.

This dashboard automates the hardest part of accounts receivable reporting: making your Payments Received data match with your Invoices Raised data, and calculating outstanding balances. It gives you a clear view of:

• All money received from customers
• Automatic invoice settlement (FIFO method)
• Pending and overdue invoices
• Customer-level, company-wide collections metrics
• Filters by customer, invoice date, payment date, time period

Instead of manually reconciling transactions, you simply refresh the model and get an up-to-date picture of your receivables.