See which invoices are unpaid.

Open Invoices in the menu, pick Sent from the All statuses list and click Apply. An invoice stays Sent until it is paid in full, so this is your list of customers who still owe you.

Steps

1. Click Invoices in the menu.
2. Look at the red line above the list. It adds up what customers still owe on the Sent invoices in the list, with partial payments already taken off, and counts the invoices that still have money left to pay.
3. Open the All statuses list, pick Sent and click Apply.
4. To check one customer, type their name in Search customer or reference… and click Apply.
5. Click a row to open the job, then open its Payments tab to see the Balance. On a phone, payments sit under the Finance tab.
6. Press Collect payment to take the payment now, or Send invoice to send the customer the invoice with a pay link.

Good to know

In the full list, invoices are sorted by the date they were paid, so unpaid ones sit below all the paid ones. Picking Sent is the quickest way to bring them all to the top.

A partly paid invoice stays Sent. The red line counts only what is left to pay on it, but its Amount in the list can still show the full invoice total. The job's Payments tab shows the exact balance.

The list shows your 300 most recent invoices for the status you pick, and the search only looks through those. The number under the title counts every invoice with the status you picked, even beyond those 300.