Tracking invoices for Free

Invoice Tracking Data

Invoices get sent out. Did it get sent? Was it viewed? How do you know?

In the right-hand column on the invoices page, many types of data are tracked. 

  • Paid vs. Unpaid

  • Viewing status

  • Customer

  • Transaction number 

  • Timeline (both automated and manual entries available)

Single Invoice

  • Paid vs. not paid: top of the column shows whether the invoice has been paid if it's due or past due, and how long. Note: if past due, the font color would be red.

  • Viewed or not viewed: note:  sending attached invoice PDFs negates the usefulness of this field. Also, certain pop-ups and privacy blockers can interfere.

  • Customer name: clickable link to see all customer invoices.

  • Transaction number: clickable link to the journal entry.

  • Timeline: a series of systems and user-generated notes. Any comments you'd like to add a place in the "Write Comment" box. Note: once entered, comments are not editable.


Recurring invoice

  • The main difference here is 1) no payment or viewing information at the top and 2) a table of all the recurring invoices sent by the date

  • To view an invoice, click on the date (even though it currently doesn't look like a link) and see the information above.




    • Related Articles

    • How to: Mobile Expense Tracking

      The Sunrise app is a convenient way to track your business expenses while you’re on the move. Especially handy is being able to snap a picture of a receipt and attach it as proof when creating an expense. Here’s how to use the mobile expense tracking ...
    • How to Print, Email, Send or Edit Invoices

      How to Print, Email, Send or Edit Invoices Once you approve your invoice, you’re greeted with a new set of tools that you can use to edit the invoice after its creation. We will examine all the key features of an invoice so you’ll be an expert in no ...
    • Invoiced paid in foreign currency

      How to mark an invoice paid, which was created in a different currency? Recording the payment for an invoice that was created in a currency other than your base or default currency can be tricky, but nothing to worry about as Sunrise is always ready ...
    • Creating your first invoice

      So you are getting started with your Lendio account. You've completed all the setup and you're ready for your first invoice? Well, let's get started. Navigate to Income on the menu bar You can easily view all of your invoices and filter based on ...
    • How to Print, Email, Send or Edit Invoices

      How to Print, Email, Send or Edit Invoices Once you approve your invoice, you’re greeted with a new set of tools that you can use to edit the invoice after its creation. We will examine all the critical features of an invoice so you’ll be an expert ...