Invoices Overview
Get a clear view of your organisation’s invoicing activity over time. The Invoices Overview summarises paid, upcoming, and overdue amounts based on invoice due dates within a defined time period. It includes charts and breakdowns to help you track payment trends, the ageing of overdue invoices, and monthly invoice status.
View the Invoices Overview
From the Main menu, go to Finances > Invoice Search.
From the header, click on Invoices Overview.
About the Invoices Overview
The Invoices Overview provides a snapshot of invoice activity within a defined time period, based on invoice due dates. It helps you monitor cash flow by showing paid, upcoming, and overdue amounts.
The Invoices Overview page includes:
Summary Cards
A set of summary cards that provide a quick overview of invoice amounts due in the period:
Total Due in Period: The total value of all invoices with a due date within the period.
Paid: The portion of the total that has been paid.
Upcoming: Unpaid invoices that are not yet overdue.
Overdue: Unpaid invoices that are past their due date.
These figures update automatically as invoices are paid or become overdue.
Invoice Amounts by Due Month
This stacked column chart breaks down invoice amounts by due month and payment status:
Paid: Amounts fully or partially paid
Upcoming: Amounts not yet due
Overdue: Amounts past due
It helps you visualise trends in invoicing and spot months with higher outstanding balances.
Unpaid Due Amount Ratio by Month
This line chart shows the percentage of unpaid amounts (upcoming + overdue) relative to the total due for each month. It highlights months where collections may be falling behind.
Overdue Invoices Age
This bar chart groups overdue invoices by how many days they’ve been overdue. Amounts are displayed in ageing buckets to help you identify and prioritise older debts for follow-up.