See who owes you money

Before you start

Both reports are under Insights. To learn who can open Insights, and on which plans, see Run a report.

An invoice counts as owed from the moment it is sent until it is paid in full. Drafts are never counted.

Find overdue invoices

1. Open Insights.
2. Under Financial reports, select Aged receivables.

The report lists every invoice whose due date has passed and that is not yet paid in full, as of today. It has no dates to set.

The cards group the late invoices by how long they have been overdue:

Card	Days past the due date
overdue by less than 30 days	1 to 29
overdue by 30 to 60 days	30 to 60
overdue by 60 to 90 days	61 to 90
overdue by more than 90 days	91 or more

The last card, late invoices, adds them all up. Every amount is the Balance: what is still owed on the invoice after any payments, not its full total.

Select a card to list only the invoices in it.

Follow up on a late invoice

The table starts with the invoice that has been overdue longest, and shows the client's email and phone number on its row.

1. Find the invoice in the table.
2. Select Open on its row to go to the invoice.

When the client pays, record the payment on the invoice. Once it is paid in full, it leaves the report.

See each client's balance

1. Open Insights.
2. Under Financial reports, select Client balance summary.
3. Under Range, choose which invoices to count, by the date they were issued. The report starts on This year; choose All time to see every balance still open, however old.

Each client invoiced in the range has one row:

Column	What it shows
Invoiced	The total of the client's invoices issued in the range
Paid to date	What the client has paid on those invoices, whenever they paid it
Balance	What the client still owes on them

Voided invoices, and invoices written off as bad debt, are not counted.

Select the clients with owing balances card to list only the clients who owe you, then select Open on a row to go to that client.