Invoice Overview Dashboard

The Invoices module is designed to help you create, track, and manage all customer invoices in one place. It provides both detailed information for each invoice and a high-level summary to make financial tracking more efficient.

Invoices dashboard

When you open the Invoices dashboard, you will see different sections:

a) Invoice Details – Displays essential information such as the customer’s name, invoice number, issue date, due date, amount, and current status (e.g., Draft, Sent, Paid, or Overdue). This helps you quickly identify and verify invoices.

b) Tasks – Lists any tasks associated with the invoice, such as sending reminders, following up with customers, or checking with the finance team.

c) Activity Log – Provides a history of all actions taken on the invoice, including approvals, updates, edits, or any communication linked to it. This is useful for tracking accountability and changes over time.

d) Reminders – Automatic or manual notifications that alert you when payment due dates are approaching or when invoices become overdue.

e) Notes – A space for internal comments or instructions, visible only to the team managing the invoice. This helps ensure smooth coordination without affecting customer-facing documents.

f) Payments – Shows all payments linked to the invoice, including payment method, date, and amount. This ensures that you can monitor whether an invoice is fully settled, partially paid, or still pending.

The invoice dashboard also provides a financial summary, making it easier to monitor overall performance and outstanding payments. You will typically see:

– Unpaid Invoices – All invoices that have been issued but not yet paid.

– Paid Invoices – Invoices that have been fully settled by customers.

– Partially Paid Invoices – Invoices where the customer has made a partial payment, leaving a remaining balance.

– Overdue Invoices – Invoices that have passed their due date without full payment.

– Total Paid Invoices – The total value of all invoices that have been successfully paid.

– Past Due Invoices – A breakdown of invoices that remain unpaid beyond their deadline.

– Outstanding Invoices – The total value of invoices that are still waiting to be paid.