Monitor Outstanding Invoices from Dashboard
Use the Outstanding Invoices KPI card to track unpaid balances, identify overdue accounts, and take action to improve collections.
What this guide covers
This guide explains how to use the Outstanding Invoices card on your dashboard to monitor unpaid balances, understand the overdue vs. awaiting breakdown, and take action to improve your collection rate.
What the card shows
The Outstanding Invoices card displays:
- Headline number -- Total dollar amount of all unpaid invoices
- Subtitle -- Breaks down into overdue amount and awaiting amount
- Sparkline -- Six-month trend of outstanding balances
Screenshot: Outstanding Invoices KPI card showing "$23,500" headline, subtitle "$8,200 overdue / $15,300 awaiting", and a sparkline with a slight upward trend
Overdue vs. awaiting
Understanding this breakdown is critical for your cash flow:
- Overdue -- Invoices past their payment due date. These need immediate follow-up.
- Awaiting -- Invoices sent but not yet past their due date. These are on track.
Tip: A healthy outstanding balance has most of the amount in "awaiting" and very little in "overdue." If the overdue portion exceeds 20% of the total, your collection process needs attention.
Drilling into details
Click the Outstanding Invoices card to open the Invoices page filtered to unpaid invoices. From there you can:
- Sort by due date to see the oldest unpaid invoices first
- Sort by amount to prioritize the largest balances
- Click any invoice to view its details and send a follow-up reminder
Screenshot: Invoices list filtered to unpaid status, sorted by due date ascending, showing five invoices with overdue ones highlighted in red and awaiting ones in the default style
Animation: A user clicking the Outstanding Invoices card on the dashboard, the Invoices page loading with the unpaid filter applied, then the user clicking "Send Reminder" on an overdue invoice and a confirmation toast appearing
Warning signs to watch for
| Signal | What it means | Action |
|---|---|---|
| Overdue amount growing each month | Customers are paying late consistently | Review payment terms, consider shorter Net periods |
| Total outstanding exceeds one month's revenue | Cash flow risk is high | Prioritize collection on the largest invoices |
| Sparkline trending upward | You are invoicing faster than collecting | Increase follow-up frequency |
| Outstanding drops to zero suddenly | All invoices paid (great) or data issue | Verify payments in your Stripe dashboard |
Setting up follow-up habits
Use the Outstanding Invoices card as part of your daily routine:
- Check the card every morning during your dashboard review
- Click through to the invoices list and sort by overdue
- Send reminders for any invoice overdue by more than 7 days
- Note any patterns (same customers, same invoice sizes) for process improvements
Note: JobsiteOn can send automatic payment reminders to customers. Configure reminder emails in Settings then Documents to reduce manual follow-up.
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