Reviewing Accounts Receivable

The Invoices page is where you track what customers owe you. Use it to spot overdue invoices, see what is coming due soon, and follow up before balances slip.

How to Get There

Go to Sell > Invoices in the sidebar.

What to Watch

The Invoices table gives you the main Accounts Receivable signals in one place:

• Invoice # — The invoice number
• Customer — Who the invoice is for
• Order # — The order this invoice bills, linking back to where it came from. An invoice can bill a whole order or a single shipment, so one order may have several invoices
• Status — Whether the invoice is Draft or Issued
• Invoice Date — When the invoice was created
• Due Date — When payment is due
• Total — The full invoice amount
• Paid — How much has already been collected
• Balance — What is still outstanding
• Payment — Payment status (Unpaid, Partially Paid, Paid, Overpaid)

The Balance column is color-coded:

• Yellow — Coming due soon
• Red — Overdue

Step by Step

1. Go to Sell > Invoices.
2. Click the Overdue filter chip near the top to see invoices that are past due.
3. Click Coming Due to see invoices that need attention soon.
4. Use the search bar to find a specific customer or invoice number.
5. Click the Filter button to narrow the list by Invoice Status, Payment Status, or Customer.
6. Review the Balance, Due Date, and Payment columns together to understand which invoices need follow-up first.
7. Click an invoice number to open the invoice detail panel.
8. Open the row actions menu and choose Send Invoice (or Resend Invoice) or Record Payment based on what the customer needs next.

A Simple AR Routine

If you want a lightweight weekly routine:

1. Open Sell > Invoices.
2. Check Overdue first and follow up on anything red.
3. Check Coming Due next so you can remind customers before invoices become late.
4. Record any payments you have already received so your balances stay current.

Good to Know

• Overdue and Coming Due are based on the invoice due date and remaining balance.
• One order can have several invoices — one per shipment or a single whole-order invoice. The Orders page shows separate Fulfillment status and Billing status chips so you can see what has shipped and what has been billed at a glance.
• If online payments are enabled, Send Invoice can include a payment link so the customer can pay online from the email (there is no separate "Request Payment" action).
• A small envelope icon with a count appears when an invoice has already been emailed.

Related

• Managing Invoices — View, send, and track all invoices
• Creating Sales Orders — Create orders and generate invoices
• Invoice Reminders — Automate follow-up for unpaid invoices
• Payments Overview — How payment collection works in Peasy
• Setting Up Payments — Enable online payment collection