How do I see what's owed and chase unpaid invoices?
What you'll do: Open the Payments page. It groups invoices into Overdue, Pending payment, and Recently paid, so you can work your collections list and click through to record payments.
Steps
- Open Payments from the navigation (under CRM Sales).
- Review the three sections:
- ⚠ Overdue — issued or partially-paid invoices past their due date, oldest first.
- Pending payment — not yet due.
- Recently paid.
- Click any invoice to open it and record a payment.
Good to know
- The Payments page is a live view over your invoice data — there's no separate ledger. Outstanding totals are calculated exactly.
- "Overdue" is derived from the due date; it's not a stored status.
- A Sales Executive sees only their own invoices here; a Sales Manager sees the team's.