What is the legacy Open invoices card?
The current Open invoices card on the Dashboard displays the total invoice amount by open invoice status.
What’s changing?
The legacy Open invoices card will be replaced by an updated report that gives more visibility into all of your open invoices, and more flexibility to customize the report.
What invoices are included in the new card?
All invoices created in the past 365 days that have not been fully paid are included in the new Open invoices card.
What do the invoice statuses mean?
No due date: invoices that have been created, but don't have a due date because the due date is tied to the job completion date.
Due & sent: invoices that have a due date after today and have been sent to the customer.
Due & unsent: invoices that have a due date after today and have not been sent to the customer.
Past due & sent: invoices that have a due date before today and have been sent to the customer.
Past due & unsent: invoices that have a due date before today and have not been sent to the customer.
How do I drill into the data to see the invoice list view?
Click on any bar on the Open invoices card to drill into the invoices associated with that status.
To see all invoices in the report, click on the blue dollar amount under "Invoice amount total" in the top left of the card.
To customize the report, click on the 'View/edit report' button in the bottom right of the card.