Use the Invoices page to understand how consistently payments are coming in, what remains unpaid, and which balances need attention.
Choose the reporting period
The default view covers the past 12 months. Use the date selector to choose another period or a custom range. The invoice table uses the invoice sent date (or created date for unsent invoices), while collections use each payment's date. Payments against older invoices still appear in the period when they were recorded.
Read Cash collected & awaiting payment
Collected shows payments recorded during the selected period, net of refunds. Pending payments count; failed payments are rolled back.
Still unpaid shows the balance still unpaid today on invoices issued in the selected period, including the amount overdue.
Typical time to pay shows the median days from sending to full payment for invoices paid in the selected period.
Paid on time shows the percentage of those invoices paid by their due date. Invoices without a due date do not enter this percentage.
The monthly collection chart includes a three-month moving average based on completed calendar months. The current month shows collections to date. Collection speed and on-time payment compare with the preceding period, with the comparison dates shown below the chart.
The aging breakdown separates balances that are not due from balances 1–30, 31–60, or more than 60 days overdue. It includes only invoices issued in the selected period and shows their remaining balances today, aged from their due dates. Client, status, type and search filters apply to this view.
Find the right invoices
Invoices open newest-first by Created, so recent drafts and newly issued invoices stay together even when invoice-number formats differ. The Created, Sent, Date Paid, and Due columns let you distinguish when the record was made from when it entered the collection workflow.
Date Paid shows the final payment date for fully paid invoices. Partially paid invoices and settlements without a recorded payment date show a dash.
Compact dates omit the year when they fall in the current year. Historical and future-year dates include the year, so older invoices remain unambiguous without adding repetition to current work.
Search by invoice number, client, or description.
Open Filter to narrow by relevant invoice attributes and status.
Use Group by to organize invoices by client, status, or due date.
Select a column heading to sort. When a table is grouped, sorting happens within each group unless you sort by the grouping field, in which case the groups themselves are ordered.
Open the saved-view selector at the beginning of the toolbar to save the current date range, filters, grouping, sorting, and collapsed groups for reuse. Saved views are personal to you; search text stays temporary. If you select Hide on the Cash collected & awaiting payment section, Moxie remembers that choice in this browser when you return to Invoices.
Saved views keep reusable invoice scope and presentation one click away; the overview can stay collapsed in this browser.
Open the record without losing context
Select an invoice row to open its detail or draft editor. Moxie carries the list as the return destination, so the invoice back button returns to the same module context.
Review a client's deposit activity
Open Invoices from a client's Related records area. When the client has money available in their deposit account, the Deposit available card appears above the invoice list. Select it to review:
The amount collected, used, and currently available. Used includes deposits applied to invoices and refunded deposit payments.
Each deposit collection, application, and refund in newest-first order.
The invoice associated with every transaction.
For applied deposits, the source deposit invoice and whether it was client-wide or project-specific. Reconstructed history and older balances without a verified source are identified clearly.
Deposit money is collected through Deposit products or line items on a standard invoice. Moxie does not require a separate deposit-invoice workflow.
The card shows the client's total remaining deposit balance. The amount eligible for a particular invoice can be lower: a project-assigned deposit can fund only invoices billing that project, while a deposit without a project assignment can be used across the client's invoices and projects.
Share a client's complete account history
Open the client workspace and use its Account statement shortcut when you need more than the invoice list. Choose a standard or custom period to download an Excel statement with invoices, payments and credits, running and open balances, deposit balance, and online invoice links.
Continue exploring Money