Your invoices list
The invoices list is where you check what's owed, what's late and what's still in draft. Open Payments → Invoices and you'll see every invoice with its status and balance, plus totals at the top.
The totals at the top
Once you have at least one invoice, three figures sit above the list:
| Figure | What it adds up |
|---|---|
| Outstanding | Everything still owed on open invoices |
| Overdue | The part of that which is past due |
| Total invoices | How many invoices you have |
These figures cover all your invoices in the currency you're viewing, whichever status filter you've picked.
Overdue counts any scheduled payment that has passed its date, not only invoices whose final date has passed. If a deposit is late, its amount shows here even though the balance isn't due yet.
Filtering by status
The status filter starts on Active invoices, which shows drafts and anything still open. That's the working view: what you're writing and what you're waiting on. The other options:
| Option | Shows |
|---|---|
| All invoices | Everything, including paid, cancelled and written off |
| Draft | Not sent yet |
| Open | Sent and still owed, including partly paid and overdue ones |
| Partially paid | Some paid, nothing overdue |
| Overdue | At least one payment past its date |
| Paid | Settled in full |
| Cancelled | Voided |
| Written off | Balance given up on |
On a phone, the filters sit behind the filter button above the list.
Searching
Type in Search invoices... and press Enter. It matches the invoice number and your contact's name or email. It's the quickest way to find an invoice when a client quotes a number at you or you only remember their name.
The columns
| Column | What it shows |
|---|---|
| Invoice # | The invoice number |
| Contact | Who it's for |
| Status | Draft, Open, Partially paid, Overdue, Paid, Cancelled or Written off |
| Due date | When payment is expected |
| Amount | The invoice total |
| Balance due | What's still owed |
Click a column heading to sort by it. Click again to flip the order. See Invoice statuses for what each status means.
Working in more than one currency
If your invoices use more than one currency, a Currency filter appears. Totals are shown for one currency at a time, because adding dollars to euros gives a number that means nothing. Pick the currency you want to see. See Invoicing in more than one currency.
Starting from empty
Before your first invoice you'll see "Send a clear request for payment" with a New invoice button. Choose it to create one. See Creating an invoice.
A weekly money check
Once a week, filter to Overdue and work down the list. Late payments are usually disorganization rather than refusal, and a friendly nudge often does it. On Plus and Pro, automatic reminders handle most of this for you.
Frequently asked questions
Why is an invoice overdue when its final due date hasn't passed?
The invoice has a payment schedule and one of the earlier payments, like the deposit, is past its date. See Splitting an invoice into a payment schedule.
Where are the payments themselves?
Payments are under Payments → Payments. The payments list shows every payment received and any your clients say they've made. See Your payments list.
Why doesn't my Outstanding figure include drafts?
Draft invoices haven't been sent, so nobody owes them yet. The Outstanding figure only counts invoices your client can actually pay.