The Home screen is your Dashboard for the information and actions you need most. It is divided into the following sections:

  • The Home section
  • The Open Invoices listing
  • The Outstanding Invoices chart
  • Scheduled Actions
  • Recent Actions
  • Invoice Stats
  • The left Navigation area
  • The right Invoice Reminder Activity feed
  • The top information, messages, and links

The Home section near the top of the screen provides information about the current state of your invoices. You can see the following information at a glance: 

  • Average days past due for all outstanding invoices
  • The Total Outstanding invoice amount
  • A bar chart showing the totals and number of invoices for Current Invoices, Invoices past due by 0-30 days, Invoices past due by 31-60 days, Invoices past due by 61-90 days, and Invoices past due more than 90 days.


You can use the bar chart to filter the open invoices view.


The Open Invoices area below the Home section provides a list of all open invoices in your account. Each invoice shows the details for the open invoice, with links for the following actions:

Each open invoice listing also includes links to additional information. Select the Customer name to open the Customer record. Select the Invoice number to open a PDF of the invoice.



You can filter the Open Invoices area from the Home section, or search for a specific invoice or group of invoices.


Below the Open Invoices area is the Outstanding Invoices chart. The pie chart shows an interactive visual representation of all Outstanding Invoices by customer.



The Scheduled Actions area shows upcoming actions for the next 7 days. Each action shows the Client, the Invoice number, the Scheduled Date, the number of days Past Due, the Type of Scheduled Action and a Preview button to see the reminder scheduled. Select the Customer name to open the Customer record. Select the Invoice number to open a PDF of the invoice. Select the Preview button to open the preview of the reminder email.


You can select a new number from the Showing drop down list to show more or less scheduled actions at a time. You can also Search for a Scheduled Action or filter the list by entering information in the Search field (a few letters of the customer name, or the date or invoice number). Navigate from one page of Scheduled Actions to another by using the Previous, Next or numbers at the bottom of the list.



You can delete a scheduled reminder using the Scheduled Actions list.


The Recent Actions area is similar to the Scheduled Actions except that it shows reminders that have already been sent. Each action shows the Client, the Invoice number, the Date the action happened, the number of days Past Due, the Type of Action and a Preview button to see the reminder.  Select the Customer name to open the Customer record. Select the Invoice number to open a PDF of the invoice. Select the Preview button to open the preview of the reminder email.


You can select a new number from the Showing drop down list to show more or less recent actions at a time. You can also Search for a Recent Action or filter the list by entering information in the Search field (a few letters of the customer name, or the date or invoice number). Navigate from one page of Recent Actions to another by using the Previous, Next or numbers at the bottom of the list.



The Invoice Stats area shows a chart of Total Current and Total Past Due invoices for the last 30 days. Hover over a point in each line graph to see details.



The left Navigation area allows you to open the other screens in InvoiceSherpa.



The right Invoice Reminder Activity feed area shows your invoice reminder activity, such as when reminders are sent, opened or paid by your customers. Each listing includes a link to the PDF invoice and the customer. Select the Customer name to open the Customer record. Select the Invoice number to open a PDF of the invoice.



The top area of the screen includes messages, links to your settings, and help. You can also manually Sync to your connected accounting software by selecting Sync Now.