Overview
The Invoices & Payments report summarises billing activity over a selected date range. It shows how much you invoiced, how much was collected, and how much remains outstanding or overdue. A payment gateway breakdown shows which payment methods collected the most revenue.
Navigate to Admin → Reports → Invoices & Payments.
Summary Figures
At the top of the report, four key figures are displayed:
| Metric | Definition |
|---|---|
| Total Invoiced | Sum of all invoice amounts in the selected period (all statuses) |
| Total Collected | Sum of paid invoice amounts in the selected period |
| Outstanding Balance | Sum of unpaid invoices not yet overdue |
| Overdue Amount | Sum of unpaid invoices past their due date |
[!TIP] Total Invoiced − Total Collected = the amount you are still owed. If this gap is growing month over month, you have an collections problem — check the Overdue Amount and review your automated reminder settings.
Invoice Status Filter
Use the status filter to drill into specific invoice categories:
| Status | What It Shows |
|---|---|
| All | Every invoice in the date range |
| Paid | Invoices that have been fully paid |
| Unpaid | Invoices with a balance remaining that are not overdue |
| Overdue | Unpaid invoices past their due date |
| Cancelled | Cancelled invoices (not counted in financial totals) |
| Refunded | Invoices marked as refunded |
Selecting a status updates the table below the summary figures to show only matching invoices.
Invoice Table Columns
| Column | Notes |
|---|---|
| Invoice # | Linked to the full invoice detail page |
| Client | Client name, linked to their account |
| Issued Date | Date the invoice was generated |
| Due Date | Payment due date |
| Amount | Invoice total |
| Status | Current status |
| Gateway | Payment gateway used (if paid) |
Payment Gateway Breakdown
Below the invoice table, a summary section shows total collected amounts grouped by payment gateway:
| Gateway | Amount Collected | % of Total |
|---|---|---|
| Stripe | $X,XXX.XX | XX% |
| PayPal | $X,XXX.XX | XX% |
| Bank Transfer | $X,XXX.XX | XX% |
| Credits | $X,XXX.XX | XX% |
This breakdown helps you understand which payment methods your clients prefer and informs decisions about which gateways to promote or support.
[!IMPORTANT] Invoices paid using account credits appear under "Credits" in the gateway breakdown, not under a payment gateway. Credits reduce the collected total attributed to real payment methods.
Date Range Behaviour
The date range filter applies to the invoice issued date — the date the invoice was generated. An invoice issued on March 15 and paid on April 3 will appear in the March date range, not April.
Export to CSV
Click Export CSV to download all invoices matching the current filter as a CSV file. See CSV Export for column details and encoding notes.