Track Invoices

Monitor the status of all your invoices from a single dashboard.

Steps

1. Click Invoices in the sidebar.
2. Review the summary stats at the top:
   • Paid YTD — total revenue collected this year
   • Pending — invoices sent but not yet paid
   • Overdue — invoices past their due date
   • Drafts — invoices not yet sent
3. Find a specific invoice:
   • Search by invoice number or client name.
   • Filter by status to narrow the list.
4. Click any invoice to view its full details, download a PDF, or update its status.