Access the Invoice Payment Summary Panel directly from the invoice list view. The panel displays key metrics including Total Outstanding Receivables, Due Today, Due Within 30 Days, Overdue Invoices, and Average Days for Getting Paid all in one glance.

Click any KPI card to instantly filter the invoice list and see only matching records.

Click the "Total Outstanding Receivables" KPI to filter the list and view only invoices with pending amounts. The selected KPI card is highlighted with a blue border and a corresponding filter tag appears in the search bar.

Draft invoices are automatically excluded - only Posted invoices with outstanding balances are shown in this filtered view.

Click the "Due Today" KPI to instantly filter and see only invoices due on the current date. The search bar shows the active "Due Today" filter, and the KPI card is highlighted for clear visual feedback.

Click the "Due Within 30 Days" KPI to view all upcoming invoices due in the next month. Plan your collection activities and follow up with customers before their due dates.

Click the "Overdue Invoice" KPI to filter and display only past-due invoices. The overdue amount is prominently highlighted, making it easy to identify and prioritize collections for overdue payments.

Click the "Average No. of Days for Getting Paid" KPI to filter and view only fully paid invoices. This metric calculates the average number of days between invoice creation and payment, helping you understand your collection efficiency and payment trends.

The status column shows color-coded "Paid" badges for easy identification.

Select multiple KPI cards simultaneously to combine filters. In this example, both "Total Outstanding Receivables" and "Due Within 30 Days" are active at the same time. Each filter appears as a separate tag in the search bar, and both KPI cards are highlighted.

Click any active KPI again to remove only that specific filter without affecting others.

The summary panel automatically adapts when viewing invoices for a specific customer. Navigate to a customer's invoice list and the KPI values update to reflect only that customer's outstanding receivables, overdue amounts, and payment metrics.