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How-to

How do I keep track of which invoices are unpaid?

Quick answer

Give every invoice a status and keep it current, so the unpaid list is a real list rather than a guess. In Daily Invoice Maker invoices carry a status you can change in bulk from the invoice list, and the dashboard shows outstanding amounts — which is the number that tells you whether to chase before you take on more work.

Nearly every small service business is owed money it has forgotten about. Not because the invoice was never sent, but because nothing tracked whether it came back.

Step by step

1

Mark invoices Sent when you send them

Use Change Status on the batch you just emailed. An invoice with no status is invisible to any later chase.

2

Mark them Paid when payment lands

Do this as payments arrive rather than in a monthly catch-up. The value of the list is that it is current.

3

Filter the list to unpaid

The invoice list filters by status, so the outstanding set is one filter away rather than a scroll.

4

Check the dashboard figure

The dashboard shows outstanding totals alongside revenue, so the number is in front of you rather than something you have to go looking for.

5

Chase the oldest first

Age matters more than amount. An invoice unpaid at ninety days is materially less likely to be paid than one at thirty.

6

Use the customer's history before chasing

Check what that customer has done before. A reliable payer who is late needs a different message from a repeat offender.

What usually goes wrong

Statuses that are never updated

A status field only helps if it is current. Updating in bulk after sending and after payment takes seconds and is the whole system.

Chasing from memory

You will remember the large invoices and forget the small ones. The small ones add up to more.

No due date on the invoice

"Due on receipt" is vaguer than it sounds. A specific date gives you something to point at when following up.

Try it on your own jobs

The free demo unlocks every feature for your first 7 invoices, 7 customers and 7 expenses — no account, no card. It runs 100% offline on Windows and Mac. $149.95 once to keep it, no subscription. The Android app is a separate Google Play purchase.

Download the free demo Free invoice templates

Questions

Does it send automatic payment reminders?

It does not chase automatically. It shows you what is outstanding and lets you email a reminder — the decision about who to chase and how stays with you.

Can I change the status of many invoices at once?

Yes. Select the invoices in the list and use Change Status to update them together.

Does it connect to my bank to detect payments?

You can import bank statements and transactions for bookkeeping, but payments are not matched to invoices automatically. Marking paid is a manual step.

Where do I see the total outstanding?

On the dashboard, alongside revenue and profit figures.