FAQ: Paid vs Unpaid Invoices Report

What's the difference between this report and the Paid Invoices report?

The Paid Invoices report shows only invoices that have been fully paid. The Paid vs Unpaid report shows all invoices, clearly marking which are paid and which are still outstanding. Use the Paid vs Unpaid report if you want a complete view of your accounts receivable. Use the Paid Invoices report if you want to focus only on cash you have already received.

See Running the Paid Invoices report for more information.

Why is an invoice still showing as unpaid if I recorded a payment?

Make sure the payment was fully recorded in the system. Sometimes a partial payment is recorded, but the invoice status is not updated to "Paid" until the entire amount is settled. Check the invoice detail page to see the full payment history. If a payment was recorded but the invoice still shows as unpaid, contact your administrator.

How do I identify overdue invoices?

Filter the report to show only unpaid invoices, then sort by the "Days Outstanding" column. Invoices with the highest number of days are the most overdue. You can also apply a filter to show only invoices unpaid for more than a specific number of days (e.g., more than 90 days).

See Filters and options in the Paid vs Unpaid Invoices report.

Can I see which customers are slow to pay?

Yes. Filter the report to show unpaid invoices for a specific customer, or export the full report and sort by customer name to see all outstanding invoices grouped by customer. The "Days Outstanding" column shows how long each invoice has been unpaid.

What does "Days Outstanding" mean?

For unpaid invoices, this is the number of days between the invoice date and today. For paid invoices, this is the number of days between the invoice date and when it was paid. A low number indicates fast payment; a high number indicates a slow-paying customer or a recent invoice.

Can I filter by invoice status and date at the same time?

Yes. Apply multiple filters together. For example, you can filter to show unpaid invoices from the last 90 days, or paid invoices from a specific customer within a date range.

See Filters and options in the Paid vs Unpaid Invoices report.

The report seems to be missing an invoice I created. Why?

Check that the invoice is within your applied date filter. Also verify that the invoice has been saved and is not in draft status. If the invoice is still not visible, contact your administrator.

Can I use this report for accounting reconciliation?

Yes. This report shows your accounts receivable status and can help you reconcile invoices with customer statements and bank deposits. Compare the unpaid invoice totals to your accounting records to verify that your records match.