This dashboard contains a detailed list of invoices you have issued for each customer, together with their respective total invoiced amounts and what's still due.
Filtering rules
Filtering by Date Range on this dashboard works by using two filters:
Filter Invoices By allows you to select the date that invoices will be filtered by—their issue date, their invoice period start/end date, or their due date. This filter only affects invoices, as credit notes and overpayments don't have due dates or invoice periods. Therefore, credit notes and overpayments will always be filtered based on their issue date, regardless of the option selected in the Filter Invoices By filter.
Date Range is a regular date-range filter that depends on the value selected in the Filter Invoices By filter. For example, to filter invoices with due dates in the current quarter, you must:
Select Due Date as the value of the Filter Invoices By filter.
Set the Date Range filter to This Quarter.
This will show you all invoices with due dates in the current quarter and all credit notes/overpayments issued in the current quarter.