Invoices & Payments Report

What it's for: your accounts-receivable picture — what you've billed, what's been collected, and what's still outstanding.

KPI cards:

• Total Invoiced — the sum of every invoice's total in view (with the invoice count).

• Paid to Date — total collected, with the % collected (paid ÷ invoiced).

• Outstanding — unpaid + overdue balances still owed to you.

Table columns: Invoice (number + ZIP), Client / Project, Due / Sent dates, Total, Balance, Status / Aging, and Payout Status. A column picker adds optional columns (Terms, Paid to Date, Last Payment, Ref / PO). Sortable headers, 14 rows per page.

Filters & controls: a date range (based on the date the invoice was sent), free-text search, and status tabs with counts — All / Unpaid / Partially Paid / Overdue / Overdue (Partial) / Paid. An advanced drawer adds min/max amount, terms, last payment method, and aging bucket (Current / 1–30 / 31–60 / 61–90 / 90+). A Comfortable/Compact density toggle and your column choices are remembered.

Where the data comes from: your invoices joined with their recorded payments.

Drill-down: click Details on any row to open a panel with the client info and the invoice's full payment history (date, amount, method, reference).

What to understand:

• "Paid" means the balance is essentially zero (≤ $0.01) — or the invoice is explicitly marked paid, which counts as fully paid even if no individual payments were logged.

• Aging only accrues while a balance remains.

• Payout Status (Pending → In Transit → Funded) is separate from paid status — it tracks when processor money actually reaches your bank, and shows "—" for cash/check. A row can be "Paid" by the client but still "In Transit" to you.