Invoice List Columns
Understanding the invoice list table columns including address truncation, past due badges, sync status, last emailed timestamp, and total outstanding card
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, dates, and email history. 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, a last emailed timestamp showing when each invoice was most recently sent to customers, 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.
Status
Shows the current invoice status:
- Draft - Invoice is being prepared, not yet sent
- Sent - Invoice has been sent to customer
- Viewed - Customer has opened the invoice
- Partially Paid - Some payment received, balance remains
- Paid - Invoice is fully paid
- Void - Invoice has been canceled
- Past Due - Red badge shown for SENT invoices past their due date with outstanding balance
Sync
Shows whether the invoice has been synced to your connected accounting software (QuickBooks, Xero, or FreshBooks):
- Checkmark icon - Invoice has been synced successfully
- X icon - Invoice has not been synced (typically DRAFT or VOID status)
This column only appears when you have an accounting integration connected.
Total
The total invoice amount including tax, formatted as currency (e.g., $1,234.56).
Balance Due
The remaining unpaid balance on the invoice. Shows $0.00 for fully paid invoices.
Last Emailed
Shows when the invoice was most recently sent to the customer via email. The timestamp appears as a relative date (e.g., "2 hours ago", "3 days ago") for easy scanning. If the invoice has never been emailed, this column is blank.
This helps you track which invoices need follow-up and which customers have recently received reminders.
Date
The invoice date when the invoice was created or officially issued.
Due Date
The date when payment is expected. Past due invoices (with SENT status and outstanding balance) show a red "Past Due" badge in the Status column.
Total Outstanding Card
Above the invoice table, you'll see a summary card showing the total amount of unpaid invoices across all statuses. This gives you a quick view of your outstanding receivables at a glance.
Actions Column
The rightmost column includes action buttons:
- View/Edit - Click the row or action menu to open invoice details
- Email - Send or resend the invoice to your customer
- More actions - Additional options like void, duplicate, or download PDF
Tips
- Click any row to open the full invoice detail page
- Sort by any column by clicking the column header
- Filter by status using the status dropdown above the table
- Search invoices by number, customer name, or amount using the search box
- Use the Last Emailed column to identify invoices that need follow-up - blank entries haven't been sent yet, and old timestamps indicate customers who may need a reminder