This dashboard contains a detailed list of invoices you have issued for each customer, together with their respective total invoiced amounts and what's still due.
Filtering rules
Filtering by Date Range on this dashboard works by using two filters:
Filter Invoices By allows you to select the date that invoices will be filtered by—their issue date, their invoice period start/end date, or their due date. This filter only affects invoices, as credit notes and overpayments don't have due dates or invoice periods. Therefore, credit notes and overpayments will always be filtered based on their issue date, regardless of the option selected in the Filter Invoices By filter.
Date Range is a regular date-range filter that depends on the value selected in the Filter Invoices By filter. For example, to filter invoices with due dates in the current quarter, you must:
Select Due Date as the value of the Filter Invoices By filter.
Set the Date Range filter to This Quarter.
This will show you all invoices with due dates in the current quarter, as well as all credit notes/overpayments issued in the current quarter.
Table columns
In the Invoices List table, each row is one invoice, and invoices are grouped by customer. For each invoice, you can see the following info:
Location – The location where the invoice was issued.
Customer Name – The name of the customer to whom the invoice is issued.
Customer Status – The status of the customer:
Active
Former
Drop-in
Aging Bucket – Shows whether the invoice is overdue and by how much:
Not Overdue
1‑30 days overdue
31‑60 days overdue
61‑90 days overdue
Document Type – Invoice or a Credit Note.
Invoice Number – The invoice number.
Payment Method – The payment method used on the invoice.
Invoice Status – The status of the invoice:
Paid
Failed
Voided
Awaiting Payment
Pending
Refunded
Invoice Issue Date – The issue date of the invoice.
Invoice Due Date – The due date of the invoice.
Invoice Period Start – The beginning of the invoicing period covered by the invoice.
Invoice Period End – The end of the invoicing period covered by the invoice.
Total Invoiced – The total invoiced amount.
Total Due – The total amount due on the invoice.
Recent changes
The following columns have been renamed in the export only (no changes in the data):
Location Name→LocationAR Aging Bucket→Aging BucketPayment Number→Invoice NumberPayment Status→Invoice StatusPayment Created Date→Invoice Issue DatePayment Due Date→Invoice Due DateDate→Invoice Period StartPayment Period End Date→Invoice Period EndTotal Invoiced Amount after Tax→Total Invoiced