To filter for all unpaid Invoices:
Make sure you are in your Invoices dashboard. (Click on the right-most panel from your dashboard view).
Find the DUE column header, and select the funnel icon to the right of it. This will allow you to filter by the amount due.
Choose the option "Greater than or equal to" from the first drop-down.
Click the empty box below it and enter the number 1.
Drop-downs will need to be on "Greater Than Or Equal To" and both empty boxes need to have a 1 in them.
Click the blue FILTER button. This will now be a list of all invoices for which you are owed money.
You can further filter down by a date range, or any other attribute on the job.
Having trouble getting paid on time? Check out our post on dealing with unpaid invoices.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.