Invoice List Columns
Understanding the invoice list table columns including address truncation, past due badges, sync status, 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, 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.
Customer Address
The property address for the invoice. This column truncates long addresses with an ellipsis and shows the full address in a hover tooltip when you mouse over truncated addresses.
Status
The current invoice status:
- DRAFT - Invoice created but not yet sent
- SENT - Invoice has been sent to customer
- PAID - Invoice has been paid in full
- VOID - Invoice has been cancelled
- OVERDUE - Invoice is past due (shows as a red badge)
Past due invoices display a red "PAST DUE" badge when they meet all three conditions:
- Status is SENT
- Due date has passed
- Balance due is greater than $0
Sync Status
Shows whether the invoice has been synced to your accounting software (QuickBooks, Xero, or FreshBooks):
- Synced - Invoice exists in your accounting software with a valid ID
- Not Synced - Invoice hasn't been sent to accounting yet
- — (dash) - No accounting integration connected
The sync status is determined by checking for accounting provider IDs:
- QuickBooks:
quickbooksInvoiceId - Xero:
xeroInvoiceId - FreshBooks:
freshbooksInvoiceId
If any of these IDs exist, the invoice shows as "Synced". Payments are also checked for sync status using their respective accounting IDs and accountingSyncState field.
Invoice Date
The date the invoice was created or issued.
Due Date
When payment is expected. Overdue invoices (past due date with balance > $0) show the PAST DUE badge in the status column.
Total
The total invoice amount including tax.
Balance Due
The remaining unpaid amount on the invoice. Shows $0.00 when paid in full.
Total Outstanding Card
Above the invoice list, you'll see a summary card showing:
- Total Outstanding - Sum of all unpaid balances across all invoices
- Invoice count - Number of invoices included in the total
This card updates automatically as you filter the invoice list, showing the outstanding balance for just the filtered results.
Tips
- Click column headers to sort by that field
- Use filters at the top to narrow by status, date range, or customer
- Hover over truncated text to see the full customer name or address
- Watch for PAST DUE badges to identify invoices needing follow-up
- Check sync status to ensure invoices are properly recorded in your accounting software