Viewing Invoice Status on the Dashboard

The Invoice Status feature allows you to quickly view the billing status of appointments directly from your Dashboard without opening individual invoices. Available in both Compact and Comfortable views, this feature makes it easy to identify appointments that need invoices created, monitor payments, and follow up on outstanding balances.

How to Enable Invoice Status

Navigate to your Dashboard.
Select either the Compact or Comfortable view.
Click the Gear icon to open your Dashboard settings.
Select Invoice Status.
Click Save Settings.

Once enabled, a new Invoice Status column will appear on your Dashboard, displaying the current billing status for each appointment.

Understanding Invoice Statuses

The Invoice Status column will display one of the following statuses:

Create Invoice: An invoice has not yet been created for this appointment.
Paid: An invoice has been created and paid in full.
Unpaid: An invoice has been created, but no payment has been applied.
Partially Paid: An invoice has been created, but only a partial payment has been applied, leaving an outstanding balance.

💡 Quick Tip: Use the Invoice Status column to quickly identify appointments with unpaid or partially paid balances so your team can follow up on outstanding payments.

Important Notes

📌 Important: The Invoice Status feature is only available in the Compact and Comfortable Dashboard views. It must be enabled in your Dashboard settings to display.

📌 Important: The "Create Invoice" status indicates that an invoice has not yet been generated for the appointment. It does not mean that an invoice has been automatically created.

Common Use Cases

Daily Billing Review: Quickly review invoice statuses for appointments without opening each invoice individually.
Outstanding Payment Follow-Up: Identify unpaid or partially paid invoices that require attention.
Checkout Management: Easily spot appointments that still need an invoice created.
Payment Tracking: Keep invoice and payment statuses visible alongside your daily appointments to help your team stay organized.