How Do I View the Invoice Dashboard

The Invoice Dashboard gives a quick snapshot of an organization's overall billing — how much has been invoiced, how much is current, and how much is overdue.

How to Get There

Go to Balances > Invoice Dashboard.

What You'll See

• Three summary tiles at the top: Total Invoiced, Current (0–30 Days), and Past Due (>30 Days), each with a dollar amount and invoice count. Clicking a tile filters the table below to just that bucket.
• A searchable table of individual invoices below the tiles, showing: Invoice #, Invoice Name, Property, Issued, Due, Status, Amount, Late Fees.

Note: The Current/Past Due aging is measured from each invoice's Due Date, not its Issuance Date. For example, an invoice issued today with a due date 10 days ago is already 10 days into its aging window and would land in Current (0–30 Days) — the clock starts at the Due Date, not the Issuance Date.

Filtering the List

The Filter panel narrows the list by Invoice #, Property Name, Address Line 1, Invoice Schedule, Lot #, Issuance/Due/Paid Date, Amount Owed, Amount Paid, Late Fees, and Status.

Important: By default, the Filter panel is pre-loaded with only three statuses checked — Open, Late, and Pending. Paid, Paid Late, Voided, and Locked invoices are hidden from the table until you open Filter and add those statuses yourself. A dashboard showing "0 invoices" or a short list doesn't necessarily mean there are no other invoices — it may just mean the default filter is hiding paid/voided/locked ones.

Bulk and Row Actions

• The bulk Actions button offers Export Filtered Data — useful for pulling a list of, say, every Past Due invoice to hand to a collections process. Checking one or more invoices also adds a Waive Late Fees option to the bulk Actions menu.
• Each invoice row has its own Actions menu: Mark as Paid, Void, Lock, Add Notes, Download Invoice, Resend Invoice, Resend Receipt, and Waive Late Fees (for a single invoice that already has late fees applied).

Waiving late fees

Use this when an invoice built up late fees that the HOA has decided to forgive — for example, a homeowner had a documented billing dispute, or the board approved a one-time courtesy waiver for a long-standing member.

The confirmation reads "Are you sure you want to waive all applied late fees on Invoice #[n]? This reverses the applied fees but does not stop future scheduled fees from applying." It includes an optional Notes field.

To waive late fees on several invoices at once, check their boxes and choose Waive Late Fees from the bulk Actions menu instead. The confirmation reads "Are you sure you want to waive late fees on [n] selected invoice(s)? Paid invoices in the selection will be skipped."