Income Tracker

The Income Tracker keeps track of the money owed to your business. It makes it easy to find and work with your unbilled sales (active estimates and unbilled time and costs), unpaid sales (open and overdue invoices), and paid sales (payments and sales receipts).

The colored blocks show you the total amount for transactions in each of the categories. Click on the blocks to view the list of transactions that make up that amount. From there, you can double-click on individual transactions to edit them if you need to. You can also filter the transactions in the top right corner of the page.

Note:

The open invoices amount includes the amount for overdue invoices.

Accessing the Income Tracker

The Income Tracker is located in the transaction center. There are multiple ways to get to it. You can:

Note:

Only the Administrator and users with access to Accounts Receivable can view the Income Tracker.