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Invoicing and Payments (Deep Dive)

Browse and filter invoices

The Invoices page lists every invoice with its status, due date, and balance. Search by invoice number or customer, or filter to a status with the chips across the top; a red left border and an Overdue count in the header flag anything past due. Progressive invoices carry their own status too: once the payable-now amount is covered and only retention remains, an invoice reads Paid · retention held.

  1. Search for "Alvarez" by customer name.
  2. Filter the list to Overdue.
  3. Notice the Paid · retention held badge on Kowalski Construction's invoice.
Sample invoice list
InvoiceCustomerStatusTotal
INV-1042Bethany AlvarezOverdue$2,450.00
INV-1041Pelletier Property ManagementSent$8,600.00
INV-1038Kowalski ConstructionPaid · retention held$24,500.00

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