Invoices Page

The Invoices page is designed to be your one-stop-shop for accessing and actioning your Invoices. It includes new columns, such as Invoice Status, Visit Stage and Invoice Age. It also includes extensive filtering for you to access Open, Paid, Auto Pay, Progress Billing Invoices, and more!

Invoice Statuses

Invoice Age

Visit Stage

Navigate to:  Invoices > All Invoices

Invoice Statuses

The Invoice Status is designed to help you understand critical information about individual Invoices in seconds. This allows you to action your Invoices quicker than ever.

Status	Image	Description
Not Sent		Not Sent= The Invoice is not sent via email, or not marked as Sent. Time Stamp unit = DNE (does not exist)
Sent		Sent= The Invoice is sent via email, or marked as Sent. Time stamp unit = x days ago
Viewed		Viewed= The invoice is sent and viewed. Time stamp unit = x days ago
Pending		Pending= A payment is processing but not applied. This is a temporary state that lasts less than a minute to prevent clients from double paying an Invoice. Time stamp unit = Attempted x days ago
Payment Failed		Payment Failed= The "Card on File" (Autopay) payment did not process. The success state for a Card on File payment is Paid. Time stamp unit = Attempted x days ago
Paid		Paid= Once the Invoice Balance is zero Time stamp unit = x days ago

Invoice Age

The Invoice Age column will tell you how many days your Invoice is past due, as set by your Invoice Terms (e.g., Net 15, 20).

Invoice Age Example Image	Description
	Invoice Date + Invoice Terms = Due Date Example: If Invoice Date = July 1 Invoice Terms = Net 14 Due Date = July 15
	Invoice Age = # of days past Due Date Per previous example ^: If Due Date = July 15 Invoice Age = 1 on Jul 16
	From before the Due Date up to the Due Date, "Current" will display.
	In Invoice Date = DNE (does not exist) No Invoice Age and not Due Date will display.

Visit Stage

The Visit Stage is meant to help larger businesses understand when it is time to send the Invoice to the Client. It also gives insight into when and Invoices sync to QuickBooks.

Status	Image	Description
On Hold		On Hold= When a Client is marked as On Hold, this status cascades into Jobs, Visits and Invoices. *Note: On Hold status will not have a time stamp.
Scheduled		Scheduled= A Visit is on the Calendar. The time stamp reflects the date in which the Visit is scheduled for.
Completed		Completed= A Visit is marked as Completed. The time stamp reflects when the Visit was marked as Completed.
Approved		Approved= A Visit is marked as Approved. The time stamp reflects when the visit was marked as Approved.
(Blank)		(Blank)= Relevant to RUP, CMB, and Fixed Invoice types - these Invoices Types are unable to carry a Visit stage.

*As part of the release on October 10, 2024, the All Invoices Page will become the primary Invoice page in the left navigation bar. We will be removing the Open, Paid, Auto Pay, Progress Billing tabs at that time. We also plan to continuously improve the All Invoices tab over the next couple of weeks.