Invoices
11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Needs Attention
Aging
Not Due$0.00open, not due yet1-30 Days$2,624.21past due31-60 Days$1,122.29past due61-90 Days$72.82past due90+ Days$314.30past due
Who's Behind
| Billing | Customers | Invoices | Past Due | Oldest |
|---|---|---|---|---|
| When Done | 36 | 38 | $4,133.62 | 190 days |
| Customer | Invoices | Past Due | Since | Last Reminder |
|---|---|---|---|---|
| Mossbank Self Storage | 1 | $749.54 | 10/16/26 | None |
| Gumbo Grove Dental | 1 | $424.36 | 10/16/26 | None |
| Justin Wilson | 1 | $325.12 | 9/16/26 | 9/23/26 |
| Robert Istre | 2 | $212.17 | 9/16/26 | 9/23/26 |
| Brandon Peterson | 1 | $126.08 | 10/16/26 | None |
| Ben Duhon | 1 | $125.17 | 10/16/26 | None |
| Emily Smith | 1 | $123.12 | 9/16/26 | 9/23/26 |
| Shirley Bell | 1 | $123.02 | 10/16/26 | None |
Invoice Emails · 60 Days
Emailed696invoices sent
Opened42661% opened
Not Opened270sent, never openedWrote Back6customers replied after a sendPayments · 30 Days
| Method | Payments | Amount | Fees | Refunded |
|---|---|---|---|---|
| Check | 100 | $11,803.32 | $0.00 | $0.00 |
| Card | 103 | $10,099.27 | $0.00 | $0.00 |
| ACH | 48 | $4,760.92 | $0.00 | $0.00 |
| Cash | 40 | $4,606.84 | $0.00 | $0.00 |
| Credit | 6 | $109.90 | $0.00 | $0.00 |
| Total | 297 | $31,380.25 | $0.00 | $0.00 |
Pipeline · 30 Days
Estimates39 sent16 waiting a week
Services Done53219 min avg on site
Invoiced3042 from estimates
Paid297$31,380.25
Everything Linked
How well each money step leads to the next.MoreLess
- How to Use
- A low gauge means something was not carried forward. Done, Not Billed Yet lists the latest finished Services with no invoice; open one to see its Money Trail.
Services Billed0 of 0done last month
Invoices With Payment285 of 304284 paid in full, 30 daysPayments Applied285 of 297fully on invoices, 30 daysAutomations · 7 Days
| Automation | Done | Skipped | Last Ran |
|---|---|---|---|
| Bad survey alert | 5 | 1 | 10/22/26 |
| Estimate approved: schedule it | 5 | 0 | 10/22/26 |
| Contract renewal | 5 | 1 | 10/22/26 |
| Text after visit | 5 | 1 | 10/22/26 |
| Text Assistant texts | 5 | 1 | 10/22/26 |
| Billing statement and sheet emails | 5 | 1 | 10/22/26 |
| Review request | 5 | 0 | 10/22/26 |
| New prospect follow-up | 5 | 1 | 10/22/26 |