We’ve improved the Complete and Not Paid view in the Company Dashboard to provide a clearer picture of outstanding invoice revenue. Previously, this view was based only on the Total Invoice Amount, which represents the full value of qualifying invoices regardless of any payments already made. With this enhancement, users can now choose between Total Invoice Amount and Amount Owed, with Amount Owed showing only the remaining balance that customers still need to pay for the selected period. This makes it much easier to understand how much revenue is actually outstanding instead of relying on the original invoice totals. We’ve also added the same filtering option to the Invoice Report, providing a more consistent view of invoice and outstanding balance data across reporting.

Accessing the Filter in Company Dashboard:

1. On the left-hand panel, click on Company Dashboard

2. Under Business Analytics, click Invoice Revenue

3. Inside the graph area, click on the dropdown from the right-hand side

4. Find and select either Complete - Not Paid (Total Invoice Amount) or Complete - Not Paid (Amount Owed)

Accessing the Filter in Invoice Report:

1. On the left-hand panel, click on Reports

2. Under Invoice, click Invoice Search

3. Click on Create New Search

4. Next to Search/Filter By Invoice Status, click on the dropdown

5. Find and select either Complete - Not Paid (Total Invoice Amount) or Complete - Not Paid (Amount Owed)

Screenshots

Accessing the Filter in Company Dashboard

 

 

 

Accessing the Filter in Invoice Report

 

 

 

 

Updated to Amount Owed Column when using Amount Owed Filter