Open Invoices
14
6 awaiting deposit
💵
Outstanding Balance
$18,720
Current unpaid total
📌
Deposits Received
$9,450
This month
✅
Past Due
3
Need follow-up
⏰
Invoice List
Review invoice status, due dates, and payment progress.
| Invoice # | Customer | Project | Due Date | Status | Total | Balance | Actions |
|---|---|---|---|---|---|---|---|
| INV-3001 | John Carter | Pool enclosure rescreen | 03/30/2026 | Sent | $4,200 | $2,100 | |
| INV-3002 | Melissa Grant | New screenroom install | 04/02/2026 | Partial | $13,850 | $6,925 | |
| INV-3003 | Robert Hayes | Gutter replacement | 03/22/2026 | Paid | $2,650 | $0 | |
| INV-3004 | Angela Reed | Deck repair | 03/18/2026 | Past Due | $3,480 | $1,740 |
Create / Edit Invoice
Build a customer invoice or convert an approved estimate into an invoice.
| Description | Qty | Unit Price | Line Total |
|---|---|---|---|
| Main job charge | 1 | $4,200.00 | $4,200.00 |
| Deposit received | 1 | -$2,100.00 | -$2,100.00 |
Payment Snapshot
Quick view of incoming cash and outstanding receivables.
Deposits waiting this week
4
Final payments waiting
5
Avg invoice amount
$4,545
Largest unpaid balance
$6,925
Invoice Workflow
How this should connect once your database is live.
1. Approved estimate
2. Record deposit
3. Track final payment
Next Step
After invoice payment, the operations side should take over.
Invoices should connect to jobs and payments
Once invoices are saved to the database, payments and balances can update automatically and sync with job completion.