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How to pull up reports of unpaid invoices

Stephanie Marin avatar
Written by Stephanie Marin
Updated over 3 years ago

This page will show the list of the invoices that have not been paid for.

Go to Financial > Unpaid Invoices.

You can filter the calendar from start to ending date.

There are more options that are also available to help you get a detailed financial report.

  • Service Type

  • Service Frequency

  • Job type

  • Status (All, unpaid, not sent, sent, due, past due, collections, in collections, canceled)

  • Marketing Type

  • Sales Person

You can choose the export button if you want to get a CSV file while the pdf button will give you the option to download individual invoices, paid and unpaid summaries.

In this report, you can also charge, send an email, send SMS, modify, send to collections in bulk.

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