Money: understand your invoice overview

Open Money from your dashboard to see an overview of your invoices. The main amount, labelled You are owed, adds invoices that are issued, acknowledged, overdue or disputed. Draft invoices have not been issued, so they do not belong in that outstanding amount. Paid and void invoices are excluded too. Use this number as a starting point for reviewing invoices that still need settlement.

An acknowledged invoice is still outstanding. A workplace acknowledging an invoice does not by itself mean the money has reached your bank account. Open the invoice record to understand its current status and any payment information before deciding what to do next. Keep the bank transaction or other evidence beside your invoice records when you reconcile a payment.

When there are overdue invoices, the main card shows an overdue count and a Chase now link. That link takes you to the invoices page, where you can review the records and use the available invoice actions. Opening Money or selecting Chase now does not itself send an email. Check the recipient and invoice before using a sending action.

The Needs action list shows up to five overdue invoices. The Awaiting settlement list shows up to five issued, acknowledged or disputed invoices, and the Paid list shows up to five paid invoices. Each row opens its invoice detail. These are short lists for navigation, so use View invoices to search invoice records or inspect a record that is not shown here.

The page calculates paid this month and Paid this financial year from paid invoices using their settlement dates, plus recorded agency receipts that are not already included in those invoice totals. An old invoice settled during the current period can contribute even though its issue date is earlier. The date shown on an invoice row can therefore differ from the date used for the paid total.

For agency pay-check receipts, Paid correctly uses the computed shift total and Paid short uses the recorded amount received. A dated paid invoice supplies the receipt date where present; otherwise the shift end date is used. These are recorded amounts, not a live bank balance. Compare the underlying shifts, invoices and bank evidence when reconciling a payment.

The navigation across the top links to Invoices, Expenses, Earnings and Tax. The Expenses tile opens Expenses. The Paid this financial year tile opens Earnings. Expenses, Earnings and Tax require Plus or Pro. Those destinations have their own filters and workflows; Money provides a starting point for reviewing the details in each area.

If you have no invoices yet, the empty state links to the invoices page. Start from work you have recorded and delivered, check the details, then create the appropriate invoice. Return to Money after updating an invoice to review its current position. For questions about a particular amount, identify the invoice number and settlement date before contacting support.