Use the Invoices board
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Understand the invoice groups
Open Finance → Invoices. Start in Table to see invoice numbers, due dates and balances.
| Group | Meaning |
|---|---|
| Overdue | The due date has passed and money is still owed, even when the invoice status says Sent, Viewed or Part paid. |
| Unpaid — not yet due | Money is still owed and the due date has not passed. |
| Draft | The invoice has not been sent. |
| Paid | The invoice has been fully paid. Expand the group if it is collapsed. |
| Cancelled / refunded | The invoice was cancelled or refunded. Expand the group to find it. |
Group totals follow your search and filters. For overdue and unpaid groups, the amount shown is the outstanding balance. Use Calendar to plan by due date or Kanban to see invoices grouped as cards.
Check an overdue invoice and record payment
- Search by customer or invoice number. Open the invoice number to see its panel.
- Check the balance and due date in Invoice. Open Payments to see payments and credit notes, or Activity to see what has happened so far.
- If you have actually received payment, use Record payment and review the amount before saving. Dragging an invoice into Paid also opens Record payment. A part payment leaves the remaining amount outstanding.
- Reopen the invoice and verify the recorded payment and balance.
Send the invoice or follow up
Use Email or WhatsApp on the invoice to open its send panel. Confirm the recipient, sender and attachment or template before sending. Tracking shows the status of invoice email delivery and opens. Follow-up shows reminder activity.
If your role can send reminders, select overdue invoices and review the confirmation before sending. It shows which invoices will be included and which were skipped. For numbering and file exports, see Configure invoice numbering and exports.
Related guide: Create and send your first invoice.