Step by step
- Go to Finance › Invoices.
- Click Ready to invoice for finished jobs not on an invoice yet (the tab is only there while there are some).
- Click Drafts for invoices not issued yet.
- Click Unpaid for unpaid, part paid and overdue invoices.
- Click Overdue for those past their due date.
- Click Paid for paid and fully credited invoices.
- Click Credit notes for credit notes only, or All for everything.
- Type in Search number or customer and press Search to narrow a tab down.
The totals
Outstanding: total still owed on issued invoices, after payments and credit notes.
Overdue: the part of that past its due date.
Jobs ready to invoice: finished jobs not on an invoice yet.
Works together with
- InvoicesCreate invoices from finished jobs or from scratch, issue them with your numbering, send the PDF or send them to Xero, record payments and correct mistakes with credit notes.
- Invoice statuses explainedWhat Draft, Unpaid, Part paid, Overdue, Paid, Credited and Issued mean on an invoice or credit note.