Invoices & Payments Report

Overview

The Invoices & Payments Report is your accounts-receivable picture: what you've billed, what's been collected, and what's still owed. Open it from Reports → Invoices + Payments.

KPI cards

• Total Invoiced — the total of every invoice in view, with the count.

• Paid to Date — total collected, with the % collected.

• Outstanding — unpaid and overdue balances.

Status tabs

All, Unpaid, Partially Paid, Overdue, Overdue (Partial) and Paid, each with a count.

Columns

Invoice, Client / Project, Due / Sent, Total, Markup / Margin, Balance, Status / Aging (e.g. 119 days overdue), Payout Status, Terms, Paid to Date, Last Payment (date and method) and Ref / PO. Use Columns to show or hide them, and click a header to sort.

Filters

• Date range — the date the invoice was sent — and search by invoice, client, project, status or reference.

• Filters — minimum and maximum amount, terms, last payment method, and aging bucket (Current, 1–30, 31–60, 61–90, 90+).

• Compact — toggles row density. Your column choices are remembered.

Drill-down

Click Details on a row to see the client 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 marked paid.

• Aging only counts while a balance remains.

• Payout Status (Pending → In Transit → Funded) tracks when processor money reaches your bank. It's separate from whether the client has paid, and shows "—" for cash or check.

Related articles

• Deposits Report

• Reports — Overview