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MODULE 06

Review invoices and balances

Distinguish work waiting to be invoiced from invoices waiting for payment.

2 min read · Guides reviewed · October 2026

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Filter and review

  1. Open Invoices and filter by client, year, month or status.
  2. Review the number, date, services and total of each invoice.
  3. Pending means you have not recorded payment; Paid means you marked it as received.

Understand balances

  1. Uninvoiced: completed cleanings without an invoice.
  2. Pending payment: issued invoices you have not marked as paid.
  3. An empty draft has no services. An invoice with a USD 0 service is different from an empty draft.
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© 2026 YektliGuides reviewed · October 2026

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