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Using the Invoice Tracker

See all outstanding invoices across clients and spot overdue payments at a glance

When you have dozens of invoices across multiple clients, you need a single place to see what's outstanding, what's overdue, and what's been paid. The Invoice Tracker is that dashboard — a quick overview of your billing health across the entire business.

Getting There

Go to Billing > Invoice Tracker. The page loads a list of all invoices across all clients, with the most recent at the top.

What You'll See

Each row in the tracker shows:

  • Invoice Number & Date — When the invoice was created.
  • Client — Who it was billed to.
  • Total Amount — The original invoice amount.
  • Balance Due — What's still unpaid. If a client made a partial payment, this reflects the remaining amount.
  • Status — Draft, Sent, Viewed, Partially Paid, Paid, or Overdue.
  • Aging — How many days since the invoice was sent. This helps you spot invoices that are 30, 60, or 90+ days past due.

Filtering and Sorting

Use the filters at the top to narrow the list:

  • Date range — Focus on a specific billing period (this month, last quarter, custom range).
  • Client — See all invoices for a single client.
  • Status — Filter to just unpaid or overdue invoices for your collections review.

Click any column header to sort — sorting by Balance Due descending puts your largest outstanding amounts at the top, which is useful for prioritizing follow-ups.

Using It for Collections

The Invoice Tracker works best as a weekly or monthly collections tool:

  1. Filter to Overdue or Sent status.
  2. Sort by aging to see your oldest unpaid invoices first.
  3. Click into any invoice to view the detail, resend it, or record a payment.

If a client has multiple unpaid invoices, consider sending them a Client Statement instead of individual reminders — it gives them a single view of everything they owe.

Tips

  • The tracker only shows finalized invoices. Draft invoices appear under Billing > Invoices.
  • If you use online payments (Stripe, LawPay, or CPACharge), paid invoices update their status automatically when the client pays through the payment link.