Awaiting payment for a job can be a stressful thing. Who’s paid, who hasn’t. If only there was a list where you can find all unpaid invoices. Aha, but there is. You can find these lists under All Orders.All Orders > Dropdown MenuBelow image shows the list of Paid Invoices. Paid Invoices are marked with a green dot.
If you would like to see a list of invoices yet to be paid but is still within the Payment Terms (See help article – Payment Terms), select Unpaid Invoices. Unpaid Invoices are marked with an orange dot.
If you would like to see a list of invoices that haven’t been paid with the Account terms timeframe, select Past Due Invoices. Past Due Invoices are marked with a red dot.
I would also like to draw your attention to the Export tab in the above screenshots. This is an excellent feature for personal accounting purposes. What’s nice about the Export feature is it allows you to export additional fields, like Account phone numbers and email addresses.
Remember, while ServiceMonster is not an accounting software, it still has features one can utilize. Now all you have to do is watch those orange and red dots change to a lovely shade of green!