Credit & Vendor Invoice Management App

Credit and Vendor Management – Power BI App Overview

Efficient credit management is essential for maintaining healthy cash flow and vendor relationships. This Power BI dashboard offers a centralized view of outstanding balances, invoice statuses, and payment risks, allowing finance and procurement teams to take timely, informed action.

By consolidating vendor and customer credit activity, the dashboard enhances visibility into unpaid invoices, overdue payments, and remaining balances—empowering teams to follow up, prioritize collections, and mitigate financial risk.

🔧 Technical Framework

The dashboard is built on a structured dataset of invoices and payments linked to vendors and customers.

Key Components:

Data Source: Excel/ERP export with invoice records, payment statuses, due dates, and transaction amounts.

Data Preparation: Cleaned and merged using Power Query for consistent formatting, date calculations, and status tagging.

Data Model Dimensions:

Vendor & Customer

Invoice Amount & Paid Amount

Due Date & Due Status

Payment Status (Can be Paid / Cannot be Paid)

Remaining Balance

🎛️ Interactive Filters

The dashboard includes filters to support real-time financial insights and segmentation:

Due Date Status: Identify which invoices are past due, on time, or upcoming.

Vendor: Focus on specific supplier relationships to assess payment behavior.

Customer: Drill into customer-wise receivables and risks.

Vendor Payment Status: Highlight vendors with blocked payments or pending approvals.

These filters allow financial controllers to quickly isolate problematic accounts and ensure timely follow-up.

📊 Dashboard Report Highlights

a. Remaining Balance by Vendor – Bar Chart

Ranks vendors by the value of outstanding payments, providing a clear picture of payment exposure by supplier.

b. Remaining Balance by Customer – Bar Chart

Highlights customers with the largest unpaid balances—useful for collections and account prioritization.

c. Invoice Table – Status Overview

Lists each invoice with:

Vendor Name

Invoice Amount

Payment Status

Due Date Condition (Past Due / To Be Paid / Paid On Time)

Color-coded icons for fast interpretation

d. Customer Order Table – Payment Breakdown

Displays individual orders with:

Amount Paid

Remaining Balance

Total Order Value

Year of Transaction

Supports a granular view of customer payment history and credit standing.

This dashboard transforms invoice records into a powerful credit monitoring tool—enabling faster collections, reduced payment delays, and smarter financial planning.