Invoices Report - Track Client Payments in Finance
The Invoices page lists every client invoice across your projects so you can send, track and collect payments from one view. Invoices are created in the Client Portal; this page is where you follow them.
At a glance
| What it is | Portfolio view of client invoices and payment status |
| Where to find it | Finance > Invoices |
| Who can use it | People with permission to view finance |
| Plan | Business |
If nothing shows, you see “No invoices yet. Create invoices from Client Portal.” Follow quotes and invoices to create your first one.
What the page shows
Three totals sit at the top: Total invoiced, Total paid and Total outstanding.
The table has these columns:
| Column | Meaning |
|---|---|
| Invoice | Invoice number |
| Client | Who it was sent to |
| Project | Related project |
| Amount | Invoice total |
| Payment Status | Whether it is paid or outstanding |
| Paid Amount | Amount received |
| Status | Draft, Sent, Paid, Overdue or Cancelled |
| Issued | Date issued |
| Due | Due date |
Use Open invoice on a row to go to the invoice.
Why this matters for profitability
Paid invoices are the revenue figure used by Profitability, and invoiced revenue feeds Forecasts. An unpaid invoice does not count as revenue in Profitability.
Example
Three invoices are Sent, one of them past its due date and showing Overdue. Total outstanding shows what is still owed, so you know who to chase.
Best practices
- Review Overdue rows regularly, because only paid invoices count as revenue in the profitability report.
- Create invoices from the Client Portal, because this page does not create them.
- Check Total outstanding against Total paid before reading margins, because unpaid work is cost without revenue.