Track unpaid and overdue invoices
Use the Invoices page to see what you're owed, what's overdue, and where each invoice stands.
- Where
- Invoices
- Who can do this
- People with the View invoices permission
The top of Invoices shows your Outstanding total and your Overdue total, with how many invoices are overdue.
What each status means
- Draft: not sent yet. Your customer can't see it.
- Sent: emailed or shared, and waiting on payment.
- Partially paid: part of the balance is paid.
- Paid: paid in full.
- Overdue: sent, not fully paid, and past its due date.
- Void: no longer owed. It keeps its number for your records.
- Viewed appears beside the status once your customer opens the link.
Find an invoice
- Click a filter at the top: All, Draft, Sent, Partially paid, Paid, Overdue or Void.
- Type a customer name or invoice number in the search box.
Open an invoice to see its Activity card: when it was sent, when your customer opened it, payments, and reminders.
Tip: A customer's invoices are also on their page in Customers, on the Invoices tab.