Overview
The invoices list is the central workspace for viewing, tracking, and managing invoices in Fieldified. It shows what has been billed, what remains outstanding, and which invoices need attention.
Open Invoices.
The page combines:
- A complete invoice list.
- Billing-performance metrics.
- Status and due-date filters.
- Search and sorting tools.
- Invoice balances and collection status.
Invoices connect completed work to payment collection, so review this page regularly to keep billing and cash flow moving.
Key metrics on the invoice list
The metrics at the top summarize invoice performance.
- Overview: Breakdown of all invoices by status.
- Issued: Number and total value of invoices issued during the last 30 completed days. Use the trend indicator to compare with the preceding 30-day period.
- Average invoice price: Average value of invoices issued during the last 30 completed days, with comparison to the previous period.
- Average time to get paid: Average number of days that invoices paid during the last seven days took to move from issued to paid.
Select the average-invoice insight to open detailed reporting. The invoice report can include Days to paid, showing the number of days between issue and paid status.
Filter and search the invoice list
The list can be filtered by:
- Status.
- Invoice due date.
When a filter is active, the list heading changes from All invoices to Filtered invoices, indicating that the rows reflect only the selected criteria.
Filter by status
Open the Status filter and select a status. You can also select a status directly from the overview metric.
Filter by due date
Open Due date, then select:
- All.
- This month.
- Last month.
- This year.
- Custom range.
Select Apply to update the invoice list.
Search invoices
Use search to find an invoice by details such as:
- Client name.
- Company name.
- Invoice number.
- Invoice subject.
- Related job.
- Property.
Sort invoices
Sort by:
- Client first name, A-Z.
- Client first name, Z-A.
- Invoice number.
- Due date.
- Status.
- Total.
- Balance.
Sort by due date or balance when working through collections. Sort by invoice number or client when locating a specific billing record.
Invoice statuses
Draft
The invoice has been created but has not been delivered or marked as sent.
A draft moves forward when it is sent by email or text message, or manually marked as sent.
Awaiting payment
The invoice has been sent, retains an outstanding balance, and has not passed its due date.
Past due
The due date has passed and the invoice still has an unpaid balance.
Paid
A payment covering the full balance has been applied, or the invoice has been manually marked as paid.
Bad debt
Part or all of the remaining balance has been classified as uncollectible. Marking the balance as bad debt closes the active receivable while retaining the invoice for business records.
See Bad debt for the complete workflow.