Read the Invoices list

In Heyquip: Billing > Invoices

You will be able to find any invoice and tell, without opening it, what is owed, how late it is, and where it came from.

Steps

1. Filter by:
   1. Status (Open or Closed)
   2. Source (Work order vs. Order)
   3. Branch
   4. Due
2. Sort by:
   1. Invoice numbers
   2. Totals
   3. Balances and amounts paid
   4. Terms
   5. Invoice creation dates
   6. Last sent date
   7. Etc.

The money columns

• Total, Paid and Balance: the invoice amount, what has been paid, and what is left to pay.
• Terms is the payment window you agreed, in days: 0 for due on receipt, 30, 60.

• Due is the countdown against those terms: "3 days", "9 days".

  

• A negative Total is a credit. It behaves like any other invoice on this screen.

Good to know

• Last emailed says whether the customer has actually been sent the invoice. An invoice reading Not sent is not late in the customer's eyes, whatever the Due column says. Check this before you make the call.

Related tasks

• Chase unpaid invoices
• Receive a payment
• Void an invoice