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Collections

The Collections page helps you track outstanding invoices and monitor payments from your clients.

What you can do

  • View outstanding invoices - See all invoices awaiting payment with amounts and due dates
  • Track overdue payments - Identify invoices that are past their due date
  • Mark as paid - Record when a payment has been received
  • Send reminders - Notify clients about pending payments
  • Filter by status - View all, pending, overdue, or paid invoices
  • Preview and download - View or download invoice documents

Summary cards

The page displays summary statistics at the top:

CardDescription
Total to collectSum of all outstanding invoice amounts
OverdueAmount past the due date
Due this monthInvoices due within the current month
tip

Use the date range filter to focus on a specific period and quickly identify which payments need attention.