JobsiteOn

View All Invoices for a Contact

See every invoice billed to a contact in one place to review payment history, track outstanding balances, and manage billing.

Ava Martinez
Written by Ava MartinezUpdated 2 days ago3 min readBeginner

What this guide covers

This guide explains how to view all invoices linked to a contact in JobsiteOn. You will learn where to find the invoices list, how to assess a customer's billing status, and how to use this view for accounts receivable management.

Accessing the invoices tab

  1. Open the contact detail page at /contacts/[slug].
  2. Click the Invoices tab.
  3. A list of all invoices billed to this contact appears, showing:
    • Invoice number
    • Amount
    • Status (Draft, Sent, Viewed, Paid, Overdue)
    • Due date
    • Creation date

Screenshot: The Invoices tab on a contact detail page showing six invoices with a mix of Paid and Overdue statuses.

Understanding the billing history

The invoices tab gives you a complete billing picture:

  • Total billed — Sum of all invoice amounts.
  • Paid vs. outstanding — Filter by status to see what has been collected and what remains.
  • Payment patterns — Review how quickly this customer typically pays.
  • Overdue balances — Identify any invoices that need follow-up.

Tip: Before sending a new invoice, check the Invoices tab. If the customer has overdue balances, you may want to address those before adding more to their account.

  • Click any invoice to open its detail page.
  • Sort by status, amount, or due date by clicking column headers.
  • Use the search bar within the tab to find specific invoices by number.
  • The tab badge shows the total count of invoices for this contact.

Quick actions

From the invoices tab, you can:

  • Click an overdue invoice to resend it or send a reminder.
  • Click a Sent invoice to check if the customer has viewed it.
  • Click Create Invoice to start a new invoice pre-linked to this contact.

Animation: The Invoices tab being filtered by Overdue status, showing two invoices, and then one being clicked to open the detail page for follow-up.

Best practices

  • Review the invoices tab before calling a customer about a payment issue.
  • Use the payment history to set appropriate terms for new invoices.
  • Track overdue invoices from the contact level for personalized follow-up.
  • Cross-reference with the Jobs tab to ensure all completed work has been billed.

Note: The invoices tab shows all invoices billed to this contact, regardless of which property or job they relate to. Use the individual invoice detail pages for those specific links.

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