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Overview
The All Invoices Report provides a centralized view of all financial transactions—past, present, and future—across your business. Designed for full transparency and efficiency, this report combines invoice status insights, payment details, failed payment tracking, and flexible filters in one comprehensive tool.
Whether you're reconciling payments or reviewing outstanding charges, the All Invoices Report is your go-to for complete financial oversight.
Prerequisites
- Admin access to Core
- Access to Reports > Financial > All Invoices Report
- Familiarity with invoice processing statuses
Key Features of the Report
✅ Inclusion of Failed Payments
Gain full visibility with failed transactions now included, helping you spot missed payments and follow up promptly.
✅ Expanded Column Set
Includes new fields such as:
- Invoice Number: Quick reference for auditing or inquiries
- Transaction Category: POS item category or package/membership type
- Invoice Last Update: Reflects the most recent action on an invoice
Understanding Payment Statuses
Each line item reflects the invoice’s current status based on its creation date (or scheduled future date):
| Status | Description |
|---|---|
| Revenue: Paid | Invoice was paid in full |
| In Processing | Payment is being processed |
| Failed | Payment attempt failed |
| (Pending) Future Unpaid | Future invoice not yet due |
| Outstanding | Invoice issued but not yet paid |
| Suspended | Linked to a suspended membership |
| Canceled | Invoice was canceled manually |
| Failed and Canceled | Failed attempt followed by manual cancellation |
| Refunded | Invoice was paid and then refunded in full |
| Partially Refunded | Partial amount refunded after payment |
Tip: Use this to quickly filter and prioritize follow-up on Outstanding and Failed invoices.
Filter Options and Enhancements
- Improved Date Filtering: Filters now use the Invoice Due Date, giving more accurate control over historical and future records
- Failed Reason Column: Displays the exact failure reason provided by the payment gateway
Tip: Use filters to isolate unpaid invoices from a specific date range or client group.
Use Cases
🔍 Daily/Weekly Reconciliation
Use the report to reconcile expected revenue vs. actual collected amounts.
📆 Future Billing Overview
View upcoming invoices using future date filters to prepare for expected income.
📉 Failed Payment Recovery
Identify clients with failed transactions and take action before services are restricted.
Expected Outcome
The All Invoices Report offers a complete breakdown of financial activity across your business, with improved accuracy, transparency, and actionable insights.
FAQs
Q: How is this different from the Transaction or Payment History reports?
A: This report merges invoice-level visibility with payment tracking, including status, failures, and refunds—making it more comprehensive.
Q: Can I export this report?
A: Yes. Use the download icon to export as a CSV and run deeper analysis in Excel or Google Sheets.
Q: Where can I find future unpaid invoices?
A: Future invoices show as (Pending) Future Unpaid. Use the date filter to display upcoming billing cycles.
Need help? Reach out to our support team via [email protected]
