### Invoice Details

This section provides an overview of the specific invoice, including essential information such as identification numbers, amounts, and current payment status.

- **Invoice External Number:** This is the reference or identification number provided by the payer or external system to track the invoice. It may differ from the internal invoice number used in your system.
- **Amount Due:** This shows the remaining balance the payer must pay. It reflects the total amount minus any previous payments or adjustments.
- **Amount:** This is the original total amount of the invoice before any payments or deductions. It represents the full cost of goods or services rendered.
- **Status:** This indicates the current state of the invoice, such as **Paid**, **Pending**, **Overdue**, or **Canceled**. It helps you track whether the payer has made any payments.
- **Due Date:** The deadline by which the payment is expected to be made. If the payment isn’t received by this date, the invoice could become overdue.
- **Created Date:** The date on which the invoice was generated. This helps in tracking the timeline of billing and payment processes.

### Invoice Status

- **Unpaid** – All invoices with outstanding balances (includes Current + Overdue)

- **Current** – Invoices that are not past due

- **Overdue** – Invoices past their due date

- **Paid** – Fully paid invoices

- **Canceled** – Invoices that were voided or canceled

- **All** – See everything regardless of status

### Customer Details

This section provides information about the customer associated with the invoice, helping you confirm the payer's identity and relevant contact information.

- **Company Name:** The name of the business or organization being invoiced.
- **Contact Name:** The individual responsible for managing the invoice or payment within the customer’s organization.
- **Contact Email Address:** The email address of the contact person, used for sending reminders or inquiries related to the invoice.
- **Address:** The physical or mailing address of the customer, which could be used for sending physical copies of invoices or related documents if necessary.
- **Quick Actions:**This section provides immediate actions that can be taken regarding the invoice. These options help you manage the payment process more efficiently.

- **Send Reminder:** This option allows you to send a reminder email to the payer, notifying them of the outstanding invoice and the upcoming or overdue payment.
  - **Pay Now:** This button enables the payer to make a payment for the invoice directly. It typically links to a payment gateway where the payer can complete the transaction.
  - **Setup AutoPay:** This option lets the payer set up automatic payments for future invoices. Once activated, the system will automatically deduct payments on the invoice due date.
  - **Setup Collection Plan:** This allows the business to create a payment or collections plan, enabling scheduled reminders or automated follow-ups for overdue payments. It helps to handle outstanding balances systematically without manual intervention.
- **Activity Log:** Monitor payer activity, including email sends, open rates, and payment logs.

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#### Table of contents

Managing Receivables

- [Managing Receivables](https://support.paystand.com/hc/en-us/articles/29334328510107-Managing-Receivables#managing-receivables-0-0)
- [Invoice Details](https://support.paystand.com/hc/en-us/articles/29334328510107-Managing-Receivables#h_01J837395HJ6A5MWNRP5CN9VQM)
- [Invoice Status](https://support.paystand.com/hc/en-us/articles/29334328510107-Managing-Receivables#h_01JTNS59ZEKQPGMCFJ5TXWT8HA)
- [Customer Details](https://support.paystand.com/hc/en-us/articles/29334328510107-Managing-Receivables#h_01J8379YA270HD84YRR7NRV5F8)