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Track unpaid and overdue invoices

Who can do this: Admin, Manager

By the end of this article, you can find the invoices your clients have not paid in full and see which of them are past their due date. The list shows Overdue only for an invoice whose status is Overdue, and the app does not set that status when a due date passes, so the due date is what tells you an invoice is late. The list does not count overdue invoices on their own: the number at the top of the list counts every invoice you have.

Before you start​

You need invoices that are sent to your clients. See Create an invoice without an estimate.

Steps​

  1. Open your invoices. On a computer or tablet, select Invoices in the sidebar. On a phone, select More at the bottom of the screen, then select Invoices.
  2. Select Unpaid. The list shows the invoices that are sent, partly paid or overdue.
  3. Compare each invoice's due date with today's date. On a computer the due date is under the DUE heading; on a phone it follows "Due:" on each invoice. An invoice whose due date has passed is late, whether its status reads Sent, Partial or Overdue.
  4. To find one client's invoices, type part of the client's name in the Search invoices... box.
  5. Select Paid to see paid invoices, Drafts to see drafts you have not sent yet, or All to see every invoice.
  6. To record a payment on an unpaid invoice, see Record a payment you received outside the app.

What you see​

  • The top of the list shows how many invoices you have and the amount outstanding. The number counts every invoice, whichever filter you choose. The amount outstanding includes the balances of your draft invoices as well as the ones you sent.
  • A sent invoice whose due date had passed months earlier still read Sent. An invoice whose status is Overdue reads Overdue, and it still offers Mark Paid.
  • On a phone, the home screen shows "Unpaid Invoices" with a total and a count. The total adds up the full totals of every invoice not yet paid, drafts included, so a partly paid invoice counts in full; the count is how many invoices that is. What is still owed is the amount at the top of the invoices list.
  • When no invoice matches your search, the list says "No matching invoices" and "Try a different search term."