The Income Tracker shows every document that brings money in, and where it stands: estimates not yet invoiced, sales orders not yet invoiced, open invoices, overdue invoices, and what has been paid in the last 30 days. The coloured bar across the top totals each group; click a segment to list only those documents, then open a document or receive its payment from the row.
Opening it
Customers ▸ Income Tracker. It opens over the Home Page; Esc takes you back to the Home Page. It needs permission for the Invoices list.
The money bar
| Segment | What it holds |
|---|---|
| Estimates (blue) | Open estimates — work quoted but not yet invoiced. |
| Sales Orders (light blue) | Open sales orders. |
| Open Invoices (orange) | Invoices not yet paid, including overdue ones. |
| Overdue (red) | Invoices past their due date. |
| Paid (last 30 days) (green) | Payments received in the last 30 days. |
Each segment shows its total and how many documents are in it. Click a segment to filter the list to it (the selected one is outlined); the segments are wider the more money they hold.
Filters
| Filter | What it does |
|---|---|
| Customer | Search for a customer to show only theirs. |
| Type | All, or one type of document (Invoice, Estimate, Sales Order, Payment…). |
| Status | All, Open, Overdue, Paid, Closed or Void. Open includes overdue invoices. |
| From / To | The date range. |
| Refresh | Reloads. |
The list
| Column | What it shows |
|---|---|
| Customer | Who the document is for. |
| Type | Invoice, Estimate, Sales Order, Payment and so on. |
| Num | The document number. |
| Date | The document date. |
| Due Date | When an invoice is due. |
| Amount | The document total. |
| Open Balance | What is still owed on it. |
| Status | Overdue (red), Open (amber), Paid or Closed (green), or Void. |
| Action | What you can do with the row. |
Double-click a row to open the document. The Action menu offers Open, and on an invoice with money owing Receive Payment, which opens Receive Payments for that customer.
The tracker shows the most recent 1,000 documents of each kind; narrow the dates or pick a customer to see the rest.