Track outstanding and overdue invoices

Accounts Receivable is the fastest way to see who owes you money and how overdue it is, without digging through every invoice one by one.

  1. Open Accounts Receivable

    From the Reports hub, choose Accounts Receivable. Unlike most other reports, it has no timeframe selector: it always reflects what's owed right now.

  2. Check the Outstanding card

    The Outstanding card shows the total value of invoices that haven't been paid yet, across your whole business.

  3. Check the Overdue card

    The Overdue card shows how much of that outstanding total is past its due date, so you can see at a glance how urgent your follow-ups are.

  4. Work through the invoice list

    Below the cards is a worklist of individual outstanding invoices. Tap any invoice to open it, follow up with the customer, or resend it.

  5. When you're all caught up

    If every invoice has been paid, the report simply shows "No outstanding invoices."

  6. Tips

    Pair this report with resending an overdue invoice straight to the customer (see "Share a quote or invoice securely with a customer") to nudge people who owe you money.

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