Invoice tracking and reports
Know what's owed. At a glance.
Paid, outstanding and overdue, by month and by client. The numbers you need, without a spreadsheet.
Outstanding and overdue
Every unpaid invoice, sorted by how late it is.
Revenue by month
See the shape of your year at a glance.
By client
Know who your best and slowest payers are.
Tax collected
On Business, a clean tax summary for filing time.
How it works.
Step 1: Invoice as usual
There is nothing to set up. Reports build themselves from the invoices you send and the payments recorded against them, including payments clients make online. They update the moment an invoice is sent or a payment comes in.
Step 2: Read the picture
See what is paid, outstanding and overdue, with revenue by month and by client. Unpaid invoices are sorted by how late they are, so the list doubles as your follow-up plan for the week.
Step 3: Share or export
Share a report link with your accountant. With Business, export invoices, payments and tax summaries as CSV, and see invoice aging detail for every unpaid balance. Filing time becomes a download, not a weekend of spreadsheets.
See what's late before it's a problem.
On Business, invoice aging groups unpaid balances by how overdue they are, so you know exactly who to follow up with. Pro shows every unpaid invoice, sorted by how late it is.
- Current$9,840
- 1–30 days$5,210
- 31–60 days$2,370
- Over 60 days$1,000
Ready for your accountant.
Export invoices, payments and tax summaries as CSV with a Business plan, or share a report link. Revenue and tax are grouped by period, and payments by method, so the figures your accountant asks for are already sorted.
- Revenue and tax by period
- Payments by method
- CSV export on Business
Who it's for.
Owner-operators
A one-person landscaping business checks the overdue list each Monday morning and follows up with the clients at the top. Revenue by month shows how busy the summer was and how quiet the winter will be, so there is time to plan for the slow months instead of being surprised by them. Revenue by client shows which accounts to call about next season.
Businesses preparing for tax time
A catering company on Business exports the quarter's invoices, payments and tax summary as CSV and sends them to its accountant. Nobody rebuilds the numbers in a spreadsheet, the totals match what clients were billed, and payments by method show how much came in by card and how much by bank transfer. Between filings, the owner watches revenue by month to see which seasons were busiest.
Studios with a few large clients
A web studio looks at revenue by client and sees two things: how much of the year depends on its biggest client, and that the same client is its slowest payer. Invoice aging on Business shows how long each of that client's balances has been overdue. The next conversation is about specific invoices and dates, not a vague sense of being owed.
Questions, answered.
Which reports are included?
Can I export my data?
Do reports update automatically?
What is invoice aging?
Can I see which clients pay late?
Are reports available on the free plan?
Your next invoice is a minute away.
Free to use, no account needed. Upgrade when you want to send, track and get paid online.