Invoice List Columns

Overview

The invoice list shows all your invoices in a sortable, filterable table with key information at a glance. Each column displays important details about customer, status, sync state, amounts, and dates. Recent updates include address truncation with tooltips, past due badges for overdue SENT invoices with outstanding balances, a sync status column showing which invoices have been sent to your accounting software, and a "Total Outstanding" summary card above the table.

Invoice List Columns

Invoice

The invoice number generated by BlueClerk (e.g., INV-1234). Click any invoice row to open the detail view.

Customer

The customer name for the invoice. This column now truncates long names with an ellipsis and shows the full text in a hover tooltip when you mouse over truncated names.

Property Address

The service location address for the invoice. Long addresses are truncated with an ellipsis and show the full address in a hover tooltip when you mouse over them.

Status

The invoice status badge (DRAFT, SENT, PAID, OVERDUE, VOID). For SENT invoices with outstanding balances past their due date, a red "PAST DUE" badge appears instead of the normal SENT badge, making overdue invoices easy to spot at a glance.

Sync Status

Shows whether the invoice has been synced to your connected accounting software (QuickBooks, Xero, or FreshBooks):

• Synced (green) - Successfully sent to your accounting software
• Out of Date (yellow) - Local edits haven't synced yet
• Blocked (red) - Your accounting connection is down
• Not synced (gray) - Invoice hasn't been synced yet

This column only appears when you have an active accounting integration connected.

Amount

The invoice total including tax. Formatted as currency (e.g., $1,250.00).

Outstanding

The remaining balance owed on the invoice after payments. Shows $0.00 for fully paid invoices, or the unpaid portion for partially paid invoices.

Date

The invoice date (when it was created or issued).

Due Date

When payment is due. Invoices past this date with outstanding balances show the red "PAST DUE" badge in the Status column.

Loading States

When the invoice list is loading data, you'll see:

• BlueClerk loader animation - Centered on the page with "Loading invoices..." text
• Large loader size - Makes it clear the page is working
• Replaces entire table - No flickering between skeleton rows and real data

This provides consistent visual feedback while the system fetches your invoice data from the server. The loader disappears as soon as data arrives.

Total Outstanding Card

Above the invoice list, you'll see a summary card showing:

• Total outstanding amount - Sum of all unpaid balances across all invoices
• Count of unpaid invoices - How many invoices still have balances due
• Formatted as currency - e.g., "$4,250.00 across 12 invoices"

This gives you a quick snapshot of your receivables at a glance without scrolling through the entire list.

Tips

• Hover over truncated text to see the full customer name or address
• Click any invoice row to open the detail view and see full information
• Watch for PAST DUE badges to prioritize collection efforts
• Check Sync Status to ensure invoices are properly recorded in your accounting software
• Use the Outstanding column to identify partially paid invoices that need follow-up

Questions

Q: Why does my invoice show "Out of Date" sync status? A: You've edited the invoice locally but the changes haven't synced to your accounting software yet. This usually resolves within a few minutes. If it persists, check your accounting connection status in Settings > Integrations.

Q: What's the difference between Status and Sync Status? A: Status shows the invoice's lifecycle state (DRAFT, SENT, PAID). Sync Status shows whether that invoice exists in your accounting software (QuickBooks, Xero, FreshBooks). An invoice can be SENT in BlueClerk but "Not synced" if your accounting integration is turned off or if auto-sync failed.

Q: Why don't I see the Sync Status column? A: The Sync Status column only appears when you have an active accounting integration connected (QuickBooks, Xero, or FreshBooks). If you haven't connected an accounting provider, this column is hidden.