Rocketlane provides a comprehensive Invoice List Page, offering a dashboard-like experience to track and manage your invoices efficiently. With an intuitive layout, you can easily scroll through all invoices and get a quick glance at critical details such as invoice amounts, payment statuses, and outstanding balances.
Key metrics available at a glance:
Total Invoiced: The total amount invoiced to date.
Total Paid: The total amount received from customers.
Total Outstanding: The total amount yet to be paid.
Current: Invoices that are due but not overdue.
Overdue: Invoices that have crossed their due date.
Custom Filters and Saved Views
Focus on specific subsets of invoices using filters. For example:
Filter invoices by status, such as "In Review" or "Approved".
Narrow down results by customer account names.
Once configured, save these filtered views for quick and easy access in the future.