Invoicing & Client Billing2 min read
Admin
How do I monitor unpaid, overdue, and aging invoices?
Track accounts receivable health, filter invoices by payment status, and review 30/60/90+ day aging reports.
YourMedSoft · Invoicing & Client Billing
Step-by-Step Instructions
1
Review Invoice List Statuses
On the Invoicing page, review the color-coded status badges: Draft (Grey), Sent (Blue), Paid (Green), and Overdue (Red).
UI: Invoicing > Invoice List
Step 1 Preview
Invoice directory tracking sent invoices, payment statuses, and overdue accounts.
2
Filter by Status
Use the status filter dropdown in the table header to isolate "Overdue" invoices requiring follow-up.
3
Inspect the Invoice Aging Report
Navigate to Reports > Invoice Aging to view total outstanding balances grouped by age: Current (0–30 days), 31–60 days, 61–90 days, and 90+ days overdue.
UI: Sidebar > Reports > Invoice Aging
Pro-Tips & Best Practices
- The Revenue MTD widget on your Operations Dashboard displays current monthly collections vs. pending unbilled receivables in real time.
Frequently Asked Questions & Troubleshooting
How do I mark an invoice as paid when a check or ACH arrives?
In the Invoice List, click the actions menu on the invoice row and select "Mark as Paid".
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