An invoice's badge tells you whether money is still owed, and how late it is. Streamlined sets it from the balance left and the due date.
What each badge means
Not yet due: a balance is owed and the due date hasn't passed.
Overdue: up to 30 days past the due date.
Overdue 30+: 31 to 60 days past due.
Overdue 60+: 61 to 90 days past due.
Overdue 91+: more than 90 days past due.
PROCESSING: a payment covering the balance is on its way, such as a bank payment that hasn't cleared yet. The invoice closes when it clears, or shows as owed again if it fails.
Closed: nothing is owed. The invoice is paid in full or credited down to zero.
CREDIT: more was paid or credited than the invoice was for. You can use the credit on another invoice for the same customer.
VOIDED: you voided the invoice and its remaining balance was cancelled.
Note: A partly paid invoice keeps its overdue badge until it's paid in full. The badge counts days, not how much is left.
An invoice with milestones also shows "Next payment due on" with the next date. Each milestone has its own badge in the Billing schedule.
Find invoices by status
Invoices > Sent has Unpaid, Closed, and All tabs. Reports > Aging Balance groups what each customer owes by how late it is.
The past-due banner
When a customer's overdue balance is a real collection risk, their profile and any new draft for them show a banner: "(Customer) has a balance of (amount) that is past due." The color gets stronger as the risk rises. Streamlined judges the risk from:
how late their invoices are, and whether any are more than 90 days late
how much of all the money you're owed is their overdue balance
how their overdue balance compares with your average invoice
The banner is a prompt, not a block. You can still issue the invoice.
Follow up on overdue invoices
Click Send reminder on the invoice, or set up automatic reminders.
Charge late fees on Scale and Enterprise.
If a badge looks wrong, email help@streamlinedpayments.com with the invoice number, the badge you see, and the due date you expect.
Who can use this feature?
Team members with Invoices access; Reports access for Aging Balance
Available on all plans