View Your Outstanding Invoice Report Online
With Square Invoices you can view a list of customers who have outstanding invoices, the total amount you are owed across all customers, as well as filter for a specific customer.
You will also be able to view how many days each invoice is overdue, send your customers a reminder to pay the outstanding balance or view a filtered list of outstanding invoices for a particular customer. This will help you keep track of your cash flow and view who owes you money and how much, all in one place.
To view your customer’s outstanding invoices:
Navigate to the Invoices tab of your online Square Dashboard and click Reports to view all outstanding invoices.
To view details for a specific customer, enter the customer name in the search bar.
Select the three horizontal dots next to a customer’s overdue amount to send an email reminder to a customer. To do so, click Send Reminder > enter reminder details > Done. You can also select View Invoices to see a list of all outstanding invoices for that customer.
You will also be able to download your reports as a .CSV file. To do so, select Export and a file will download to your computer.