Payment Tracking
Know exactly where your money stands.
Every issued invoice in Invoify gets a payment tracker. See at a glance how much has been collected versus the total amount, record full or partial payments with dates and notes, and watch the progress bar fill up. Overdue invoices are flagged automatically, and the dashboard KPIs reflect your real-time collection rate.
Why your business needs this
Visual progress tracking
A progress bar shows collected versus outstanding amounts at a glance. No mental arithmetic — the status is immediately clear.
Partial payment support
Record partial payments with amounts, dates, and notes. The tracker updates to show the remaining balance automatically.
Automatic overdue detection
Invoices past their due date are flagged as overdue automatically. Filter your invoice list to see all overdue items instantly.
Dashboard integration
Payment data feeds directly into your dashboard KPIs — outstanding amount, collection rate, and overdue totals update in real-time.
Step by step
Issue an invoice
When you issue an invoice, the payment tracker activates automatically. The progress bar shows £0 collected of the total.
Record payments
When your client pays, click "Record Payment". Enter the amount, date, and an optional note. Partial payments are fully supported.
Track progress
The progress bar and status badge update instantly. Partially paid invoices show the exact remaining balance.
Mark as paid
When the full amount is collected, mark the invoice as paid. The status changes to "Paid" and the progress bar fills to 100%.
Everything included
Visual progress bar
Collected vs. total amount shown as a coloured progress bar on every invoice.
Partial payments
Record multiple partial payments per invoice with amount, date, and notes.
Payment history
Full chronological record of all payments received against each invoice.
Status management
Statuses: Draft, Issued, Sent, Partially Paid, Paid, Overdue — updated automatically.
Overdue flagging
Invoices past their due date are automatically flagged and surfaced in filters.
Dashboard KPIs
Outstanding and overdue totals feed into real-time dashboard analytics.
Reduce outstanding debt by 40%
Businesses that actively track and follow up on invoices collect significantly more revenue on time. Visual tracking and automatic overdue detection ensure nothing falls through the cracks.
Configuration Tips
- 1Set realistic due dates when creating invoices — common terms are Net 14 or Net 30.
- 2Record partial payments as soon as they arrive to keep your dashboard analytics accurate.
- 3Use the overdue filter on the invoice list to quickly identify invoices that need follow-up.