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Posted August 18, 2026

AR Invoice List

An AR Invoice List is the Record List of AR invoice records. It is available at Finance > AR > Invoices. You need the FinanceAR Full or FinanceAR Read role.

The list shows the invoices of the ledger selected at the top of the Finance module. By default it shows the invoices whose Issued date falls inside an open fiscal year, on or after that year's open period date, together with every invoice that still has a balance and is not voided. The include all checkbox adds the rest, which are the paid off and voided invoices of closed periods.

Column explanations:

Issued is the date of the invoice. It decides which fiscal year the invoice falls in.

Customer is the record billed, which is either a customer record or a household record.

Person is the student or inquiry the invoice was raised for, and Person Type says which of the two. Person shows the preferred name when the person has one, and the first name otherwise.

Total is the sum of the invoice items.

Paid Off? is checked once the receipts and credits allocated to the invoice reach its Total.

Balance is the Total minus the receipts and credits allocated to it. It is zero on a voided invoice.

Next Payment counts the installments of the invoice's payment schedule, so 2 of 10 means the second of ten installments is the next one owed.

Pay records a receipt against the invoice. The link appears only for users with the FinanceAR Full role, and only on invoices that are neither voided nor paid off.

Over Due is the total of the installments whose date has passed and which are still unpaid.

Next Due Amount and Next Due Date are the amount and the date of the next installment still owed.

Total Due is the Over Due amount plus the Next Due Amount. It is what the customer should pay to keep the invoice current through its next installment, which is not the same as the whole Balance.

AR Invoice Schedule Calculation explains how Next Payment, Next Due Amount, Next Due Date, Over Due, and Total Due are determined, including what these columns show when a customer pays ahead.

Customer Memo is the note that appears on the invoice the customer receives. Internal Memo is for your staff only, and it is hidden by default.

Status and Shipped describe fulfillment, and they are used by invoices that come from the online store. Status is Created, Canceled, Shipped, Ready For Pick Up, Picked Up, or Delivered, and it is blank when no status has been set. Shipped counts the items shipped against the items that track inventory, and it is blank when the invoice has none.

Id is the system identifier assigned to the invoice.

Below the list, Overall Total adds up the Total column and Balance Total adds up the Balance column. Both cover every invoice the search returns, not only the invoices on the page you are looking at.

Search fields worth knowing:

Every search field of a Customer List is also available here, because each invoice is billed to a customer.

Fiscal Year and Fiscal Year Int find the invoices whose Issued date falls in a fiscal year, by its name and by its number.

Invoice Accounts Receivable Description and Invoice Accounts Receivable Number find the invoices posting to an accounts receivable account, by the account's description and by its number.

Invoice Attribute Name finds the invoices carrying an attribute, from the attributes set up for Finance - Customer Invoice.

Invoice Balance searches the Balance column, counting a voided invoice as zero.

Invoice Due searches the Next Due Amount column, and Invoice Due Date searches the Next Due Date column. AR Invoice Schedule Calculation explains how both values are determined.

Invoice Is Overdue searches with Yes or No. Yes finds the invoices that have an Over Due amount.

Invoice Paid searches the receipts and credits allocated to the invoice, which is the Total minus the Balance.

Invoice Payment Term finds the invoices on a payment term by its name.

Is Posted and Is Voided search the Posted and Voided columns with Yes or No.

Person Last Name and Person Name search the person the invoice was raised for. Person Name matches the preferred name when the person has one, and the first name otherwise.

Product Name and Product Note look inside the invoice items, so they find the invoices that contain a matching product or a matching item note.