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How much did we invoice, and what is overdue? This page reports billing documents rather than revenue, so the amounts here include tax.

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What’s on this dashboard

Every amount here is an invoice total, so tax is included. AR aging and outstanding revenue exposure are a photo of today: they show what you are owed right now. The rest is activity, dated on the invoice’s issuing date, so each value covers the period it sits in.
This will not match Revenue streams. Tax, dates and discounts all work differently there. See the last question below.

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Invoiced amount by type

Finalized invoices only, at their full total.

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Invoice status and payment status

Invoice status is the one chart that counts every invoice: draft, finalized, voided, failed and pending. Payment status covers finalized invoices only, split pending, paid and failed. Deleting a draft removes it from both.
Both read today’s state, not the state at the time. An invoice issued in March and voided in June is counted as voided in March’s bar. That is why a closed month can change after you close it. For periods that stay fixed, use Revenue recognition.

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AR aging and outstanding revenue exposure

Both answer “what is owed to me right now”. Same population, two views: aging splits it by how overdue it is, exposure totals it per currency.

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Filters

⚠️ AR aging and outstanding revenue exposure ignore the date range and granularity. They are a photo of today, on purpose. ⚠️ Plan code and Subscription ext. ID keep an invoice if any subscription on it matches. An invoice covering several subscriptions will still show up, with its other plans included.

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What’s not included (for now)

  • Unpaid one-off, add-on and credit invoices, in AR aging and exposure. Both views count subscription invoices only. The invoice list has no such limit: it carries an outstanding amount and an overdue flag for every invoice type.
  • Deleted drafts. Deleting a draft removes it everywhere. See Draft invoices.
  • Revenue without tax. Every amount here is an invoice total. See Revenue streams.

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Common questions

That is expected for now. AR aging and outstanding revenue exposure count subscription invoices only, so a one-off, add-on or credit invoice never reaches them however overdue it is. The invoice list covers every type: filter it on outstanding or overdue and read the outstanding amount column.
It never does. AR aging and outstanding revenue exposure are a photo of today’s receivables, so they ignore the date range on purpose. Every other chart on the page respects it.
Because status is read as it stands today. A voided invoice is no longer finalized, so it leaves the finalized figures for the month it was issued.
Because aging tracks the balance, not the invoice. It appears at the amount still owed, in the bucket matching its due date.
Three differences. Tax is included here and excluded there. Amounts land on the issuing date here, and on the day the fee was created there. And an invoice total already has coupons and credits applied, while Revenue streams shows them as separate lines.