@extends('layouts.portal') @section('title', 'Financial Report') @section('page_title', 'Financial Report') @section('page_subtitle', 'Will and trust amounts, payments received, and outstanding balances') @section('sidebar') @include('agent.partials.sidebar', ['active' => 'reports-financial']) @endsection @section('content')
Total Will Amount
Received
Outstanding
Paid / Pending
| Client | Will Amount | Paid | Outstanding | Status | Last Payment | Method | Recorded By | Will Written | Invoices | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| {{ $row['client_name'] }} {{ $row['doc_type'] }} #{{ $row['doc_id'] }} |
RM {{ number_format($row['will_amount'], 2) }} | RM {{ number_format($row['total_paid'], 2) }} | RM {{ number_format($row['outstanding_balance'], 2) }} | {{ ucfirst($row['payment_status']) }} | {{ $row['last_payment_date'] ? \Carbon\Carbon::parse($row['last_payment_date'])->format('M d, Y') : '—' }} | {{ $row['last_payment_method'] ?? '—' }} | {{ $row['recorded_by'] ?? '—' }} | {{ \Carbon\Carbon::parse($row['will_written_date'])->format('M d, Y') }} | |||||||||||||
@if(count($row['invoices']))
No invoices recorded for this will yet. @endif |
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| No records found | |||||||||||||||||||||