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    • Outstanding Invoices
Docs / Business Reports

Outstanding Invoices

See unpaid, overdue, partial, and sent invoices that still have a balance due.

Outstanding Invoices

The Outstanding Invoices report shows invoices that still need attention. It helps you see which accounts have unpaid balances and how overdue those balances are.

Who this is for

This report is for teachers and organization admins who want a list of open invoices and the accounts that still owe money.

What data it generates

The report includes invoices with these statuses when they fall inside the selected due-date period:

  • Unpaid
  • Overdue
  • Partial Paid
  • Sent

For each invoice, the report shows:

  • the due date
  • the account name
  • the unpaid balance
  • the invoice status
  • the number of days overdue

It also generates:

  • a total outstanding balance
  • a count of open invoices
  • a summary grouped by account

How to use it

Open Outstanding Invoices from the Business Reports area and choose the year you want to review.

You can:

  • view the full year
  • open the PDF in a new tab
  • download the PDF
  • download the CSV

What the report means

This report is focused on invoices that are still open.

That means:

  • fully paid invoices are excluded
  • void invoices are excluded
  • the report is centered on due dates and unpaid balances
  • the data helps you follow up on what is still owed

What you will see in the report

The report shows a summary block and a detailed invoice table.

The table is useful when you want to quickly see:

  • which accounts owe the most
  • which balances are overdue
  • how long each invoice has been open

Best practice

Use this report when you are preparing invoice follow-up, reviewing overdue balances, or checking which families need a reminder.

Related reports

  • How invoice amounts are calculated
  • Create an invoice
  • Invoice reminders
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