Start from the problem, not the feature list
Know who owes you what
Not "roughly how much is out there" but which clients, which invoices, how late, and what is already being done about each one.
The situation
You are deciding whether to take on more work, pay yourself, or chase. The answer depends on receivables you can only see by opening invoices one at a time.
What goes wrong today
The invoice list is sorted by date, not by risk. A client with four small overdue invoices looks fine; one with a single large one looks alarming. Nobody can say what the business is owed on a given day without a spreadsheet.
How it works in Invoice My Clients
The AR dashboard (Professional plan and above) shows aging buckets, days sales outstanding, collection rate and a forecast of what should arrive when, with the escalation queue of invoices waiting on a decision. Drill from a bucket to the invoices and the clients behind it. For any client, send a statement of account listing every open invoice with its age, as PDF or email (Starter plan and above). The reports page holds the aging report for export.
When it does not fit
| Situation | What happens | What you do |
|---|---|---|
| You want the dashboard on Free or Starter | The AR dashboard is a Professional feature | Use the aging report and client statements |
| Payments outside the app (cash, checks you did not record) | The dashboard knows what the app knows | Record external payments on the invoice when they arrive |
| You want a bank feed | There is no bank feed | Stripe payments match automatically; others are recorded by hand or read from the check |
Where this lives in the product
Free tools
Questions people ask
What is days sales outstanding?+
The average number of days between invoicing and payment over a period. The glossary covers it alongside invoice aging.
Is the forecast a promise?+
No. It projects from due dates and payment history, and updates as payments arrive.
Can the assistant answer "who owes me money"?+
Yes, in chat or by voice, with the same figures the dashboard shows.