Invoices

The Invoices page (sidebar → Invoices) is the accounts-receivable view: what buyers and channels still owe you, how overdue it is, and the full detail behind any single invoice.

Overview

Open Revenue → Invoices. The page has four summary cards, an aging chart, and a filterable invoice table; select any row to open its full record. The cards cover every invoice, whatever the date range, while the table starts at invoices issued in the last 90 days. For the money on its way to you — payouts and installments — see Cash & Disbursements.

Summary cards

Left to right: ① Total Outstanding, ② DSO (in days), ③ At Risk (90+), and ④ Open Invoices (a count, not an amount).

The cards add each invoice’s balance in its own currency without converting it, and show the total in dollars — so when your invoices span more than one currency, the total mixes them.

Aging buckets

The aging chart splits outstanding balances into Current, 1–30, 31–60, 61–90, and Over 90 days. An invoice is included while it is open — anything not paid, voided, or written off.

Aging is computed when you read it, not on a schedule. Every page load works out each invoice’s bucket from its due date against today’s date — days overdue are the whole days since that date, and an invoice with no due date counts as current — unless a bucket is already stored on the invoice, which then takes precedence. The same rule applies to every invoice, whoever owes it. There is no aging job to wait for: once an invoice whose bucket comes from its due date crosses into the next bucket, it shows there the next time you open the page.

Each bar shows the bucket’s total balance and invoice count; Export CSV downloads the underlying invoices (one row each, with the table’s columns and its aging bucket), not the bucket-level totals.

Here the bulk of the balance sits in ① Current (not due), while ② 90+ days overdue isolates the at-risk balance and its invoice count — the same figure surfaced by the At Risk (90+) card.

Working invoices

The invoice table lists the invoice ID, buyer name, channel, issue and due dates, invoice amount, collectable amount, partner fee in dollars and as a percentage, balance due, status, and aging. A column chooser lets you show and hide columns, and the table can be sorted by issue date, due date, collectable amount (which orders by balance due), and partner fee.

To see only the invoices for one agreement, open the entitlement instead: an entitlement’s detail page carries Invoices (n) and Disbursements (n) tabs, each already scoped to that entitlement. Filter by search, status (Open, Draft, Invoiced, Overdue, Partially Paid, Paid, Disbursed, Refunded, Written Off, Voided — no invoice is currently given the Disbursed status), aging bucket, date range, and channel. Search matches the IDs and other values stored on the invoice — invoice, buyer, entitlement, and product IDs, for example — and also the buyer names shown in the table, as a case-insensitive substring.

To inspect a single invoice:

1. Find the invoice in the table — use search or the status/date/channel filters to narrow the list.
2. Select View Details on its row.
3. Review the record — billing and contract terms, financials, and settlement — alongside a lifecycle timeline (issued → payment applied → disbursed/swept → written off).
4. Select Back to invoices to return to the list.

The header strip summarizes the invoice at a glance — the circled items below are the invoice ① status (Paid, Invoiced, Overdue, …) and its ② amount, with balance due, amount paid, and aging bucket beside them:

Tax on the invoice detail

Most channels show a single Tax amount on the invoice detail. AWS is the exception — an AWS invoice shows two tax lines, because AWS splits who is responsible for remitting the tax:

Read the two lines together before reconciling an AWS invoice: only the seller-remitted line is cash that passes through your hands — and because it is already inside the collectable amount, do not subtract it again. At the moment the seller-remitted line shows — instead of an amount (see the caution above).

There is a third AWS tax figure, and it is not on either of those lines. When AWS charges VAT on its own listing fee, the invoice’s marketplace fee carries an incl. $X fee VAT note breaking that amount out. This is tax charged to you on AWS’s fee, not tax on the buyer’s purchase — it is broken out so it can be claimed as recoverable input VAT.

KPI calculation formulas

Every amount stays in its invoice’s own currency; the cards add them without converting. The list combines the invoices Fours holds with revenue records that have no matching invoice — Stripe included — and AWS sibling rows are aggregated into one invoice, by invoice ID and currency, first. The cards cover all of them, whatever the table’s date range, narrowed only by the channel.

Balance due

An invoice from Fours’ own invoice records owes its recorded amount due, and nothing once it is paid, voided, or written off. A revenue record with no matching invoice owes the amount below, never less than zero — and nothing once it is marked paid, voided, or written off: