Reading invoice rows

Each invoice row brings together the invoice number, linked project, customer details, amount, paid amount, balance, due date and current status. Open the PDF from the invoice number when you need to review the customer-facing invoice.

Status badges help separate draft, sent, paid, void and cancelled invoices. Overdue invoices are highlighted when the due date has passed and a balance remains unpaid.

Finding invoices that need attention

Use the list to scan for overdue balances, missing customer email addresses, retryable sync states and invoices with reminder history. The summary cards show open and overdue counts so your bookkeeper or admin worker can prioritise follow-up.

• Check the balance due before sending a reminder.
• Review due date wording before relying on ageing status.
• Use project names and invoice numbers when matching payments.

Actions available from the list

The action menu can open the PDF, edit invoice details, send the invoice, queue accounting sync, retry failed syncs and send overdue reminders where the invoice is eligible. These actions work against the selected invoice only.