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.




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