The Invoices Dashboard gives you a snapshot of your firm’s invoicing activity, including:

Value to Accountants

Quickly track revenue, monitor collections, and manage invoices without running separate reports.

Invoices Dashboard Overview

Click Billing on the global navigation bar.
Select Invoices from the slide-in menu.
Review YTD Revenue to see total revenue earned during the calendar year (January–December).
Check Total Past Due for the total amount of invoices past due.
Check Total Outstanding for the total amount of all unpaid invoices.
Use the Outstanding Invoices chart to see invoice aging by category:
- Current
- 1–30 Days Past Due
- 31–60 Days Past Due
- 61–90 Days Past Due
- 91+ Days Past Due

Below the dashboard, three tabs give you access to invoice lists and management tools:

The All Invoices tab lists all invoices and includes columns for:

Filter columns – Any column with an arrow can be filtered to narrow results.
Select invoices – Use the checkbox next to each invoice #. Selected invoices can be:
- Printed
- Archived
Add payments – From the Add Payment column, apply payments on behalf of clients using credit/debit, ACH, cash, or check.
- Multiple invoices can be paid at once for the same client.
Create new invoices – Click Create Invoice to start:
- Single Invoice
- Recurring Invoice
- Bulk Invoice
Export invoices – Click the 3-dot icon to export the invoice list.

The Recurring tab displays all active recurring invoices. Columns include:

Filter columns – Any column can be filtered to refine your view.
Export invoices – Use the 3-dot icon to export the list.

The Archived Invoices tab lists invoices that have been archived. Columns mirror the All Invoices tab except Add Payment.

Select invoices – Use the checkbox next to each invoice.
Delete invoices – Click the trash icon to permanently remove archived invoices.
Move to Active – Send archived invoices back to the All Invoices tab.
Export invoices – Use the 3-dot icon to export the list.

Invoice not appearing in search results
- Confirm the invoice is not archived.
- Check if filters are applied that may be hiding the invoice.
- Search by full invoice number instead of partial.
QBO Sync column shows an error
- Ensure QuickBooks Online is connected in your Canopy settings.
- Retry the sync from the invoice record.
- If errors persist, disconnect and reconnect your QBO integration.
Unable to apply payment
- Verify the client has valid payment information saved.
- Confirm the invoice is not already fully paid.
- For multiple invoice payments, make sure all selected invoices belong to the same client.