Invoices Report
Every invoice you've raised in one place — find what's unpaid, download PDFs, and chase payment.
Overview
The Invoices Report lists every invoice raised for the location so you can see them all in one place instead of opening bookings one at a time. Access from Dashboard > Reports > Invoices.
It's a worklist first: filter to the invoices you care about (for example, everything still Open), then act on each row — download the PDF, jump to the booking, resend the invoice email, or copy the customer's pay link. A summary and an aging chart sit on top so you can see how much money is outstanding at a glance.
Invoices themselves are still created and edited from within a booking — see Invoicing. This report is the read-and-act view across all of them.
What this report counts
- Rows counted: every invoice on the location, of any status.
- Date axis: the invoice's issue date (when it was created). The Start/End date filter windows on this date — an invoice created inside the window shows regardless of when (or whether) it was paid.
- Outstanding: only Open invoices count as outstanding. An open invoice's full amount is treated as owed. Paid and Closed invoices contribute nothing to the outstanding and aging figures.
Summary Metrics
| Metric | What it is |
|---|---|
| Outstanding | Total amount of open invoices in the window — the money still to collect |
| Total Invoiced | Total amount of every invoice in the window, any status |
| Paid | Total amount of paid invoices in the window |
| Closed | Count of closed / voided invoices in the window |
Outstanding by Age
A bar chart bucketing open-invoice amounts by how long ago they were issued: 0–30, 31–60, 61–90, and 90+ days. The older the bucket, the harder that money is to collect — use it to spot invoices worth chasing. The buckets sum to the Outstanding total.
Invoice Table
One row per invoice, newest issued first:
| Column | What it is |
|---|---|
| Invoice # | The invoice's short reference (derived from its ID) |
| Status | Open, Paid, or Closed (void / uncollectible invoices show as Closed) |
| Customer | Customer name from the booking |
| Activity | The activity on the booking |
| Issued | The invoice's creation date |
| Paid | The payment date, for paid invoices only |
| Amount | The invoice amount |
| Balance | Amount still owed — the full amount while open, nothing once paid or closed |
Row actions
Each row carries quick actions:
- Download PDF — download the current invoice PDF (reflects the invoice's status: amount due while open, a paid receipt once paid).
- Open booking — jump to the booking the invoice belongs to.
- Resend email — resend the invoice email to the customer without changing the invoice. Only available when the invoice is set to send emails.
- Copy pay link — copy the customer's secure payment URL to the clipboard. Shown only for Open invoices, since paid and closed links no longer accept payment.
CSV export is available from this table for the filtered set.
Filters
- Issued From / Issued To — the date range, applied to the invoice's issue date. Both ends are inclusive. Defaults to the last 30 days.
- Status — narrow to Open, Paid, and/or Closed. No selection shows all statuses. Selecting Closed also includes voided and uncollectible invoices.
Related
- Invoicing — creating, editing, and paying invoices
- Create an Invoice
- How report calculations work