What this article covers
Two of the most common reporting questions we see are: "How do I see all unpaid invoices?" and "How do I pull a full year of charges and payments?" This article walks through both and explains which report to use for each scenario.
How to find all unpaid invoices
The Accounts Receivable Report is your go-to for seeing who owes money and how much.
Go to Reports - Billing & Payments - Accounts Receivable Report.
The report shows all clients with an outstanding balance as of today.
You can export this to a spreadsheet for follow-up, sorting, or sharing with your team.
📌 The Accounts Receivable Report reflects current balances only. For historical A/R (e.g. "what was owed as of 31 December?"), see How to Calculate a Historical Accounts Receivable Total.
How to pull a full year of charges and payments
You'll need two separate reports for this - one for charges (sales) and one for cash collected (payments). They measure different things and will rarely show the same total.
For total charges billed in a year
Go to Reports - Revenue Reports - Sales Report.
Set the date range to your full year (e.g. 1 Jan - 31 Dec).
The Total Sales figure shows all charges billed in that period, regardless of whether they've been paid.
For total payments received in a year
Go to Reports - Billing & Payments - Payments Report.
Set the same date range.
The Total Payments figure shows all cash actually collected in that period.
✅ If Total Sales is higher than Total Payments for the same period, your outstanding debt is growing.
If Total Payments is higher, you're collecting on previous balances - your debt is reducing.
See Sales Report vs Payments Report for a full explanation.
What do the report statuses mean?
In the Sales Report, each line shows a one or more statuses:
Sale Statuses
Open - sale in progress, no payment recorded yet.
Ready for Checkout - fully paid and settled.
Closed - sale has a payment associated or is complete and/or invoiced
Payment Statuses
Pending - no payment received
Partially Paid - some payment received, balance remains.
Paid - fully payment has been received
The Paid and Due columns in the Sales Report update dynamically - they reflect current payment state, even if the payment came in a different period than the sale.
Pro tip - export monthly for easy reconciliation
To avoid manual calculations at year-end, export your Accounts Receivable Report and Client Credit Report on the first or last day of each month. This gives you a clean snapshot you can refer back to at any time.
ℹ️ If you have your statements configured to send automatically, you can also set have an email status report sent directly to your email.
This is the Accounts Receivable report with an additional column for the statement status.