Collections

Invoice Tracking Data

By Joshua waldman

Updated 2 months ago

Invoices get sent out. Did it get sent? Was it viewed? How do you know?

In the right hand column on the invoices page many types of data are tracked. 

  • Paid vs. Unpaid
  • viewing status
  • Customer
  • Transaction number 
  • Timeline (both automated and manual entries available)


Single Invoice

  • Paid vs. note paid: top of column shows whether the invoice has been paid; if it's due or past due and how long. note: if past due font color would be red
  • Viewed or not viewed: note:  sending attached invoice PDFs negates the usefulness of this field. Also certain certain pop-up and privacy blockers can interfere
  • Customer name: clickable link to see all customer invoices
  • Transaction number: clickable link to journal entry
  • Timeline: a series of system and  user generated notes. Any comments you'd like to add place in the "Write Comment" box. noteonce entered comments are not editable.

Recurring invoice

  • the main difference here is 1) no payment or viewing information at top and 2) a table of all the recurring invoices sent by date
  • to view an invoice click on date (even thought it currently doesn't look like a link) and see the information above.

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