Invoice Status on Dashboard

Invoice status on the Dashboard gives you a quick view of billing progress for each appointment without opening individual invoices. Available in Compact and Comfortable views, this feature helps you identify appointments that still need an invoice, see which invoices are paid, and spot unpaid or partially paid balances for follow-up.

Invoice status is available on the Compact or Comfortable views of the Dashboard.

To enable, click on the Gear and click on Invoice Status.  Hit Save Settings.

There will now be a new column that will show the invoice status.

Create invoice – The invoice has not been created for this appointment

Paid – The invoice has been created and paid in full.

Unpaid – The invoice has been created and not paid.

Partially paid – The invoice has been created and only had a partial payment applied.

Key Points

·        Save time by checking invoice status directly on the Dashboard.

·        Identify appointments that still need an invoice created.

·        Quickly distinguish paid, unpaid, and partially paid invoices.

·        Prioritize payment follow-up for unpaid or partially paid balances.

·        Keep billing status visible alongside appointments in your preferred Compact or Comfortable view.