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Monitor Outstanding Invoices from Dashboard

Use the Outstanding Invoices KPI card to track unpaid balances, identify overdue accounts, and take action to improve collections.

Ava Martinez
Written by Ava MartinezUpdated over a month ago3 min readBeginner

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:

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:

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:

  1. Sort by due date to see the oldest unpaid invoices first
  2. Sort by amount to prioritize the largest balances
  3. 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:

  1. Check the card every morning during your dashboard review
  2. Click through to the invoices list and sort by overdue
  3. Send reminders for any invoice overdue by more than 7 days
  4. 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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