Delivered Items To Be Billed
Overview
Below is a business-focused explanation of the “Delivered Items To Be Billed” report, written for practical day-to-day use in Dafater.
Delivered Items To Be Billed
Module: Accounts
Report Type: Management / Operational Report
Based on: Sales Invoicing
What Business Information This Report Provides
The Delivered Items To Be Billed report shows items that have already been delivered to customers but have not yet been invoiced.
In simple terms, it answers the question:
“Which delivered goods or services have we not billed yet?”
This report helps businesses track unbilled revenue, identify billing delays, and ensure that all delivered value is converted into sales invoices.
When and Why to Use This Report
When to Use
- At the end of a day, week, or month
- Before closing accounting periods
- During revenue reviews or audits
- When cash flow is tight and billing needs acceleration
Why to Use
- To avoid missed or delayed invoices
- To ensure timely revenue recognition
- To reduce revenue leakage
- To improve cash flow predictability
- To support coordination between sales, delivery, and accounts teams
Key Columns and What They Mean for Business
While column names may vary slightly, the report typically includes:
Customer
- Identifies who received the goods or services
- Helps prioritize billing for key or overdue customers
Delivery Document / Reference
- Links the delivered items to their delivery record
- Confirms that delivery has already happened
Item
- Shows what was delivered
- Useful for validating pricing, quantity, and billing rules
Delivered Quantity
- Quantity already sent to the customer
- Confirms fulfillment has occurred
Billed Quantity
- Quantity already invoiced
- Helps identify partial billing situations
Quantity To Be Billed
- The most critical column
- Shows how much is still pending for invoicing
Rate / Amount
- Expected billing value for the pending quantity
- Helps estimate unbilled revenue
Company
- Useful for businesses operating multiple entities
- Ensures correct financial ownership
Available Filters and Their Business Purpose
Company
- Focuses the report on a specific legal entity
- Essential for accurate financial control
Customer
- Allows review of billing status for a specific customer
- Helpful for customer follow-ups or dispute resolution
Item
- Tracks unbilled quantities for a specific product or service
- Useful for product-level revenue analysis
Date Range (Delivery Date)
- Identifies deliveries made within a certain period
- Helps with monthly or quarterly revenue tracking
Sales Order (if applicable)
- Ensures alignment between order fulfillment and billing
- Helps spot order-level billing gaps
How to Interpret the Results for Business Decisions
High Quantity or Value Pending
- Indicates billing backlog
- May require immediate action from the accounts team
Older Delivery Dates
- Signals delayed invoicing
- Increases risk of disputes or delayed payments
Frequent Partial Billing
- Suggests process gaps between delivery and invoicing
- May require workflow or policy review
Large Amounts for Specific Customers
- Opportunity to prioritize invoicing
- Helps improve short-term cash inflow
Common Use Cases and Scenarios
Month-End Billing Control
Finance teams use this report to ensure all delivered items are invoiced before closing the books.
Cash Flow Acceleration
Accounts teams identify high-value unbilled deliveries and raise invoices immediately.
Sales and Accounts Coordination
Sales teams verify that delivered commitments are properly converted into revenue.
Audit and Compliance Support
Auditors use the report to confirm no delivered revenue is left unrecorded.
Operational Review
Management reviews the report to assess efficiency of the order-to-cash process.
Summary
The Delivered Items To Be Billed report in Dafater is a critical control tool that:
- Protects revenue
- Improves billing discipline
- Strengthens cash flow
- Ensures alignment between delivery and invoicing
Used regularly, it helps businesses turn completed work into recognized income without delays or omissions.
Report Information
- Module: Accounts
- Related DocType: Sales Invoice
- Report Type: Script Report
- Standard: Yes