Understanding your Invoice Summary cards

Invoice Summary cards give you an instant snapshot of your invoicing activity (what's due, coming due, or paid).

Your Invoice list has three summary cards at the top ( Past due, Coming due, and Paid) so you can see what you're owed, what's on the way, and what you've already collected, all without scrolling or filtering.

Understanding your summary cards

Each summary card shows a total dollar amount and the number of invoices that make up that total. The colors on the cards match the status colors you'll see in your Invoice list below, so it's easy to scan between them.

• Past due (orange): The total unpaid amount on invoices whose due date has already passed. If an invoice has been partially paid and is past due, the unpaid remainder is included here.
• Coming due (blue): The total unpaid amount on invoices due today or in the future. Partially paid invoices that aren't yet past due are included here, as well as any invoice still being created.
• Paid (green): The total amount you've collected. Fully paid invoices add their full amount; partially paid invoices contribute only the portion that's been collected.

The summary cards always reflect your complete invoice history, regardless of any filter you've applied to the invoice list below. They're a stable snapshot of your overall invoicing activity.

NOTE: Partially paid invoices appear in two cards at the same time. The paid portion appears in Paid, and the unpaid remainder appears in either Past due or Coming due depending on the due date. The same invoice will therefore be counted in both cards.

Recurring invoices are counted by each individual instance. For example, a monthly recurring invoice that has been paid three times will appear in Paid as three separate invoices.

Filtering your Invoice list using the summary cards

Each summary card is clickable and acts as a quick filter for your Invoice list.

• Click Past due to see all past-due invoices and any partially paid invoices whose due date has passed. The card will have an orange border to show the filter is active.
• Click Coming due to see invoices due today or later, plus partially paid invoices that aren't yet past due. The card will have a blue border.
• Click Paid to see fully paid invoices and any partially paid invoices (since every partial payment has a paid portion). The card will have a green border.

Click the same card again or click a different card to clear the current filter and apply a new one.

NOTE: You have two ways to filter your Invoice list: the summary cards (one click, preset views) and the Filters panel (custom combinations of customer, status, and date). Either way, the numbers on the summary cards themselves never change and will always reflect your full invoice activity.

How your cards stay up to date

Your summary cards update automatically whenever you take an action that affects an invoice such as recording a payment, marking an invoice paid, sending an invoice, creating an invoice, or cancelling a payment. You may see a brief loading indicator on the cards while the totals refresh.