How do I track the payment status of my invoices?

Our Knowledge Base is grounded in your invoicing workflows, so it gives precise answers when you need to understand a payment status. Search for “payment status” to see a full list of defined statuses (e.g., Paid, Pending, Overdue) with explanations of what each means for your clients. You can also ask natural‑language questions like “What does ‘Payment Processing’ mean on invoice #1234?” and the Knowledge Base will return a human‑readable definition pulled from your own documentation, not a guess. This self‑service approach helps your team and customers get clarity without opening a support ticket.

The Insights dashboard gives you a real‑time view of all invoices sorted by payment status. To quickly see overdue invoices, open Insights, select the Payment Status widget, then apply the Overdue filter. You’ll see invoice IDs, amounts due, and days past due – all sortable and exportable. The dashboard updates instantly as payments are processed, so you can track changes throughout the day. Use the timeline view to spot trends, like a specific customer repeatedly falling behind, and take action before the issue escalates.

For deeper invoice payment tracking, use the Insights report builder. You can create a custom report that includes columns for invoice number, client, issue date, due date, payment status, and amount. Schedule it to run daily or weekly and email the report directly to your inbox. Common pre‑built templates include the Payment Status Summary (all invoices grouped by status) and the Overdue Aging Report (overdue invoices broken into 30/60/90+ day buckets). These reports help you prioritize follow‑ups and forecast cash flow.

How do I see which invoices are overdue?

In the Insights dashboard, click the Payment Status card, then choose Overdue from the filter dropdown. The list shows every invoice past its due date, sorted by days overdue. You can click any invoice to drill into client details and payment history.

Can I set up payment reminders?

Yes. While the Knowledge Base can educate customers on how to pay, automated reminders are configured in your platform’s billing settings, not in Insights. However, you can use Insights to measure reminder effectiveness – after sending a batch, revisit the dashboard to see how many overdue invoices move to Paid status, helping you tune your reminder schedule.

What reports are available for tracking payments?

Insights includes three ready‑to‑use payment reports: Payment Status Report (current status breakdown), Overdue Aging Report (aging buckets for overdue invoices), and Payment Trend Report (historical payment volume and average days to pay). Each report can be customized with date ranges, client filters, and columns, then exported as CSV or PDF.