Plan: Available on every plan including trial (Starter).
Invoices is the operational register of what you are chasing. Each row is one invoice with ageing and the next planned action.
Open and filter
- Click Invoices in the nav.
- Use tabs or segments such as Active and Outside Plan Age when shown.
- Open Filters. Set status, chasing state, disputed, not chasing, part paid, paused, promised, amount range, and other controls as offered.
- Click Apply (or Clear to reset).
- Scan columns: debtor, invoice number, amount, age, status, next action.
- Click a row to open invoice detail.
Toolbar actions include Import and Add Invoice for file load or manual entry. A synced-ago note may appear when a package connection is active.
Reading next action
- Upcoming reminder with channel and day
- Needs approval (Firm/Final)
- Close dispute, Resume, or similar human tasks
- No reminders left on the ladder
What this does not do
- Filtering does not change accounting source data.
- Opening the list does not send messages.
- Outside Plan Age rows may need a plan change before full chase depth — check billing if limits apply on your tier (Starter / Growth / Pro / Business).