Invoice tracking: see when it is opened and paid

From sent to paid

Every invoice in Invoxa has a status that changes on its own: Draft while you work on it, Sent once it goes out, Viewed when the client opens the link, Partially paid and Paid as payments arrive. Estimates add Approved, Rejected and Change requested, set by the client’s answer on the estimate page. Purchase orders go from Sent to Viewed. The status shows in the lists, on the document and in the client’s history, on the web and in the iPhone app.

Notifications that matter

Invoxa notifies you when something happens on the client’s side: a document opened for the first time, an online payment (with “partial payment” when it does not cover the whole balance), an estimate approved or rejected, or changes requested. Notifications appear in the bell in the web app and in the iPhone app, and the important ones also arrive by email to your business address. Choose which ones you get in the notification settings; payments and estimate answers are on by default, “opened” is off until you turn it on.

Knowing what is overdue

The dashboard shows your unpaid total and how much of it is overdue. In the invoice list, invoices past their due date with a balance left are flagged, and the outstanding balance report groups unpaid amounts by client and by age: current, 1 to 30, 31 to 60, 61 to 90 and over 90 days past due. That is your list for follow-up calls. For more on staying on top of invoices, read our invoice tracker guide.